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)188,839,159.0
- RAUM (discretionary)187,984,059.0
- Actionable assets136,378,839.0
- Accounts (total)517.0
Institutional Clients
- Government AUM0.0
- Pension AUM—
- Charitable AUM0.0
- HNW AUM136,378,839.0