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)90,035,000.0
- RAUM (discretionary)90,035,000.0
- Actionable assets33,305,000.0
- Accounts (total)700.0
Institutional Clients
- Government AUM—
- Pension AUM5,335,000.0
- Charitable AUM—
- HNW AUM27,970,000.0