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)22,650,000.0
- RAUM (discretionary)22,650,000.0
- Actionable assets18,850,000.0
- Accounts (total)35.0
Institutional Clients
- Government AUM—
- Pension AUM2,350,000.0
- Charitable AUM700,000.0
- HNW AUM14,500,000.0