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)186,431,370.0
- RAUM (discretionary)186,431,370.0
- Actionable assets174,362,474.0
- Accounts (total)62.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM34,918,106.0
- HNW AUM139,444,368.0