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)452,327,348.0
- RAUM (discretionary)452,327,348.0
- Actionable assets452,327,348.0
- Accounts (total)39.0
Institutional Clients
- Government AUM13,823,134.0
- Pension AUM—
- Charitable AUM—
- HNW AUM287,478,301.0