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)170,544,786.0
- RAUM (discretionary)170,544,786.0
- Actionable assets145,646,272.0
- Accounts (total)357.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM2,826,216.0
- HNW AUM142,820,056.0