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)227,070,000.0
- RAUM (discretionary)192,517,000.0
- Actionable assets135,985,000.0
- Accounts (total)475.0
Institutional Clients
- Government AUM—
- Pension AUM34,553,000.0
- Charitable AUM—
- HNW AUM98,250,000.0