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)145,190,000.0
- RAUM (discretionary)111,140,000.0
- Actionable assets131,907,000.0
- Accounts (total)220.0
Institutional Clients
- Government AUM—
- Pension AUM49,042,000.0
- Charitable AUM789,000.0
- HNW AUM81,720,000.0