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)36,601,164.0
- RAUM (discretionary)36,601,164.0
- Actionable assets36,601,164.0
- Accounts (total)14.0
Institutional Clients
- Government AUM29,141,835.0
- Pension AUM0.0
- Charitable AUM0.0
- HNW AUM2,108,459.0