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)136,808,669.0
- RAUM (discretionary)136,808,669.0
- Actionable assets113,667,549.0
- Accounts (total)212.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM12,338,628.0
- HNW AUM101,328,921.0