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)770,564,000.0
- RAUM (discretionary)770,564,000.0
- Actionable assets702,020,000.0
- Accounts (total)1,435.0
Institutional Clients
- Government AUM15,569,000.0
- Pension AUM548,207,000.0
- Charitable AUM6,544,000.0
- HNW AUM131,222,000.0