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)92,500,000.0
- RAUM (discretionary)92,500,000.0
- Actionable assets59,500,000.0
- Accounts (total)547.0
Institutional Clients
- Government AUM—
- Pension AUM4,500,000.0
- Charitable AUM—
- HNW AUM55,000,000.0