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)110,401,000.0
- RAUM (discretionary)65,400,000.0
- Actionable assets83,401,000.0
- Accounts (total)176.0
Institutional Clients
- Government AUM58,400,000.0
- Pension AUM—
- Charitable AUM1,000.0
- HNW AUM25,000,000.0