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)114,000,000.0
- RAUM (discretionary)114,000,000.0
- Actionable assets39,000,000.0
- Accounts (total)742.0
Institutional Clients
- Government AUM—
- Pension AUM2,000,000.0
- Charitable AUM15,000,000.0
- HNW AUM20,000,000.0