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)134,000,000.0
- RAUM (discretionary)102,000,000.0
- Actionable assets96,500,000.0
- Accounts (total)199.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,500,000.0
- Charitable AUM0.0
- HNW AUM38,000,000.0