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)553,000,000.0
- RAUM (discretionary)553,000,000.0
- Actionable assets515,000,000.0
- Accounts (total)819.0
Institutional Clients
- Government AUM—
- Pension AUM32,000,000.0
- Charitable AUM4,000,000.0
- HNW AUM408,000,000.0