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)221,000,000.0
- RAUM (discretionary)79,000,000.0
- Actionable assets217,900,000.0
- Accounts (total)143.0
Institutional Clients
- Government AUM—
- Pension AUM3,600,000.0
- Charitable AUM400,000.0
- HNW AUM75,500,000.0