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)183,472,016.0
- RAUM (discretionary)171,689,955.0
- Actionable assets136,574,875.0
- Accounts (total)510.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM10,077.0
- HNW AUM136,564,798.0