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)127,440,000.0
- RAUM (discretionary)127,440,000.0
- Actionable assets127,440,000.0
- Accounts (total)8.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM94,700,000.0
- HNW AUM22,040,000.0