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)254,900,000.0
- RAUM (discretionary)250,600,000.0
- Actionable assets209,400,000.0
- Accounts (total)762.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM22,300,000.0
- HNW AUM185,400,000.0