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)181,142,726.0
- RAUM (discretionary)181,142,726.0
- Actionable assets67,934,587.0
- Accounts (total)1,846.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM1,183,428.0
- HNW AUM66,724,560.0