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)108,500,000.0
- RAUM (discretionary)0.0
- Actionable assets79,813,000.0
- Accounts (total)250.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM2,813,000.0
- HNW AUM77,000,000.0