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)164,000,000.0
- RAUM (discretionary)164,000,000.0
- Actionable assets160,200,000.0
- Accounts (total)130.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM4,100,000.0
- HNW AUM156,100,000.0