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)138,205,000.0
- RAUM (discretionary)122,792,000.0
- Actionable assets133,421,000.0
- Accounts (total)248.0
Institutional Clients
- Government AUM—
- Pension AUM2,156,000.0
- Charitable AUM638,000.0
- HNW AUM128,439,000.0