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)198,140,515.0
- RAUM (discretionary)198,140,515.0
- Actionable assets139,919,364.0
- Accounts (total)639.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM14,277,452.0
- HNW AUM125,641,912.0