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)112,172,648.0
- RAUM (discretionary)111,894,148.0
- Actionable assets112,172,648.0
- Accounts (total)770.0
Institutional Clients
- Government AUM0.0
- Pension AUM278,500.0
- Charitable AUM0.0
- HNW AUM0.0