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)152,759,270.0
- RAUM (discretionary)152,759,270.0
- Actionable assets125,964,613.0
- Accounts (total)223.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM35,409,825.0
- HNW AUM84,729,256.0