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)167,300,935.0
- RAUM (discretionary)167,300,935.0
- Actionable assets167,200,000.0
- Accounts (total)22.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM9,500,000.0
- HNW AUM157,700,000.0