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)132,400,000.0
- RAUM (discretionary)132,400,000.0
- Actionable assets132,400,000.0
- Accounts (total)18.0
Institutional Clients
- Government AUM—
- Pension AUM1,800,000.0
- Charitable AUM18,500,000.0
- HNW AUM112,100,000.0