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)181,448,959.0
- RAUM (discretionary)181,448,959.0
- Actionable assets147,019,546.0
- Accounts (total)407.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM22,093,947.0
- HNW AUM124,458,387.0