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)206,500,000.0
- RAUM (discretionary)206,500,000.0
- Actionable assets193,814,035.0
- Accounts (total)2.0
Institutional Clients
- Government AUM—
- Pension AUM84,049,660.0
- Charitable AUM—
- HNW AUM—