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)542,161,194.0
- RAUM (discretionary)542,161,194.0
- Actionable assets542,161,194.0
- Accounts (total)8.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM515,972,337.0
- HNW AUM26,188,857.0