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)167,704,000.0
- RAUM (discretionary)167,704,000.0
- Actionable assets114,632,000.0
- Accounts (total)450.0
Institutional Clients
- Government AUM—
- Pension AUM1,547,000.0
- Charitable AUM341,000.0
- HNW AUM103,220,000.0