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)872,100,000.0
- RAUM (discretionary)872,100,000.0
- Actionable assets848,527,000.0
- Accounts (total)1,173.0
Institutional Clients
- Government AUM—
- Pension AUM10,120,000.0
- Charitable AUM2,067,000.0
- HNW AUM452,340,000.0