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)81,147,380.0
- RAUM (discretionary)81,147,380.0
- Actionable assets64,454,781.0
- Accounts (total)6.0
Institutional Clients
- Government AUM0.0
- Pension AUM20,698,704.0
- Charitable AUM0.0
- HNW AUM0.0