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)106,143,000.0
- RAUM (discretionary)103,818,000.0
- Actionable assets81,573,000.0
- Accounts (total)62.0
Institutional Clients
- Government AUM—
- Pension AUM1,150,000.0
- Charitable AUM7,530,000.0
- HNW AUM19,773,000.0