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)576,309,090.0
- RAUM (discretionary)576,309,090.0
- Actionable assets576,309,090.0
- Accounts (total)4.0
Institutional Clients
- Government AUM—
- Pension AUM34,860,722.0
- Charitable AUM—
- HNW AUM0.0