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)172,677,757.0
- RAUM (discretionary)144,170,734.0
- Actionable assets159,861,762.0
- Accounts (total)244.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM10,240,713.0
- HNW AUM149,607,042.0