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)185,775,000.0
- RAUM (discretionary)185,775,000.0
- Actionable assets185,775,000.0
- Accounts (total)139.0
Institutional Clients
- Government AUM0.0
- Pension AUM7,713,000.0
- Charitable AUM1,818,000.0
- HNW AUM176,244,000.0