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)194,279,852.0
- RAUM (discretionary)193,829,997.0
- Actionable assets168,535,867.0
- Accounts (total)515.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM1,818,557.0
- HNW AUM129,850,065.0