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)260,048,968.0
- RAUM (discretionary)260,048,968.0
- Actionable assets13,499,628.0
- Accounts (total)4,267.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,993,397.0
- Charitable AUM0.0
- HNW AUM0.0