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)407,030,000.0
- RAUM (discretionary)355,550,000.0
- Actionable assets360,530,000.0
- Accounts (total)1,094.0
Institutional Clients
- Government AUM—
- Pension AUM17,000,000.0
- Charitable AUM2,300,000.0
- HNW AUM341,230,000.0