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)168,437,544.0
- RAUM (discretionary)168,437,544.0
- Actionable assets131,904,795.0
- Accounts (total)197.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM15,598,711.0
- HNW AUM112,669,825.0