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)1,176,000,000.0
- RAUM (discretionary)0.0
- Actionable assets1,176,000,000.0
- Accounts (total)35.0
Institutional Clients
- Government AUM341,000,000.0
- Pension AUM210,000,000.0
- Charitable AUM274,000,000.0
- HNW AUM351,000,000.0