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)336,400,000.0
- RAUM (discretionary)336,400,000.0
- Actionable assets328,300,000.0
- Accounts (total)315.0
Institutional Clients
- Government AUM—
- Pension AUM5,500,000.0
- Charitable AUM9,000,000.0
- HNW AUM313,800,000.0