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)329,428,513.0
- RAUM (discretionary)329,428,513.0
- Actionable assets321,431,065.0
- Accounts (total)10.0
Institutional Clients
- Government AUM312,646,756.0
- Pension AUM—
- Charitable AUM—
- HNW AUM8,444,099.0