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)236,000,000.0
- RAUM (discretionary)221,000,000.0
- Actionable assets217,100,000.0
- Accounts (total)453.0
Institutional Clients
- Government AUM0.0
- Pension AUM300,000.0
- Charitable AUM0.0
- HNW AUM216,100,000.0