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)544,306,178.0
- RAUM (discretionary)544,306,178.0
- Actionable assets367,496,820.0
- Accounts (total)6.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM143,194,899.0
- HNW AUM0.0