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)191,500,000.0
- RAUM (discretionary)191,500,000.0
- Actionable assets73,500,000.0
- Accounts (total)430.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,000,000.0
- Charitable AUM8,000,000.0
- HNW AUM63,000,000.0