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)127,500,000.0
- RAUM (discretionary)101,000,000.0
- Actionable assets109,500,000.0
- Accounts (total)364.0
Institutional Clients
- Government AUM—
- Pension AUM3,500,000.0
- Charitable AUM—
- HNW AUM101,000,000.0