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)333,406,000.0
- RAUM (discretionary)333,406,000.0
- Actionable assets304,011,000.0
- Accounts (total)498.0
Institutional Clients
- Government AUM0.0
- Pension AUM11,510,000.0
- Charitable AUM22,751,000.0
- HNW AUM269,750,000.0