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)215,212,800.0
- RAUM (discretionary)215,212,800.0
- Actionable assets4,532,755.0
- Accounts (total)1,628.0
Institutional Clients
- Government AUM—
- Pension AUM4,036,329.0
- Charitable AUM—
- HNW AUM—