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)100,070,000.0
- RAUM (discretionary)92,373,000.0
- Actionable assets58,781,000.0
- Accounts (total)629.0
Institutional Clients
- Government AUM—
- Pension AUM33,895,000.0
- Charitable AUM—
- HNW AUM24,886,000.0