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)437,163,000.0
- RAUM (discretionary)436,834,000.0
- Actionable assets405,323,000.0
- Accounts (total)437.0
Institutional Clients
- Government AUM—
- Pension AUM2,371,000.0
- Charitable AUM12,511,000.0
- HNW AUM339,164,000.0