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)205,554,000.0
- RAUM (discretionary)205,554,000.0
- Actionable assets67,500,000.0
- Accounts (total)950.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM7,500,000.0
- HNW AUM60,000,000.0