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)179,802,049.0
- RAUM (discretionary)179,802,049.0
- Actionable assets159,073,207.0
- Accounts (total)633.0
Institutional Clients
- Government AUM0.0
- Pension AUM3,934,925.0
- Charitable AUM3,020,784.0
- HNW AUM146,994,582.0