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)176,690,004.0
- RAUM (discretionary)176,690,004.0
- Actionable assets147,890,920.0
- Accounts (total)458.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,929,525.0
- Charitable AUM1,430,402.0
- HNW AUM143,530,993.0