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)161,812,794.0
- RAUM (discretionary)86,339,852.0
- Actionable assets160,506,319.0
- Accounts (total)199.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM3,694,330.0
- HNW AUM156,811,989.0