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)102,000,000.0
- RAUM (discretionary)102,000,000.0
- Actionable assets77,000,000.0
- Accounts (total)244.0
Institutional Clients
- Government AUM—
- Pension AUM1,000,000.0
- Charitable AUM—
- HNW AUM75,000,000.0