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)136,000,000.0
- RAUM (discretionary)116,000,000.0
- Actionable assets98,000,000.0
- Accounts (total)1,082.0
Institutional Clients
- Government AUM—
- Pension AUM3,000,000.0
- Charitable AUM—
- HNW AUM95,000,000.0