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)2,082,179,855.0
- RAUM (discretionary)2,040,436,328.0
- Actionable assets2,082,179,855.0
- Accounts (total)7.0
Institutional Clients
- Government AUM228,582,351.0
- Pension AUM—
- Charitable AUM—
- HNW AUM93,231,796.0