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)135,000,000.0
- RAUM (discretionary)135,000,000.0
- Actionable assets126,000,000.0
- Accounts (total)199.0
Institutional Clients
- Government AUM—
- Pension AUM8,000,000.0
- Charitable AUM—
- HNW AUM102,000,000.0