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)168,760,651.0
- RAUM (discretionary)168,760,651.0
- Actionable assets160,457,557.0
- Accounts (total)226.0
Institutional Clients
- Government AUM0.0
- Pension AUM—
- Charitable AUM0.0
- HNW AUM147,449,833.0