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)261,527,343.0
- RAUM (discretionary)261,527,343.0
- Actionable assets261,527,343.0
- Accounts (total)4.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM27,938,018.0
- HNW AUM0.0