SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)360,936,000.0
- RAUM (discretionary)356,692,000.0
- Actionable assets283,650,000.0
- Accounts (total)326.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM108,000.0
- HNW AUM283,542,000.0