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)112,000,000.0
- RAUM (discretionary)112,000,000.0
- Actionable assets95,100,000.0
- Accounts (total)477.0
Institutional Clients
- Government AUM—
- Pension AUM800,000.0
- Charitable AUM1,300,000.0
- HNW AUM85,000,000.0