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)135,860,000.0
- RAUM (discretionary)135,860,000.0
- Actionable assets94,059,500.0
- Accounts (total)488.0
Institutional Clients
- Government AUM—
- Pension AUM7,260,000.0
- Charitable AUM540,000.0
- HNW AUM86,259,500.0