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)193,662,000.0
- RAUM (discretionary)192,563,000.0
- Actionable assets158,248,000.0
- Accounts (total)702.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM21,691,000.0
- HNW AUM136,557,000.0