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)645,214,889.0
- RAUM (discretionary)645,214,889.0
- Actionable assets644,544,196.0
- Accounts (total)25.0
Institutional Clients
- Government AUM290,137,305.0
- Pension AUM—
- Charitable AUM—
- HNW AUM307,037,459.0