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)1,608,397,011.0
- RAUM (discretionary)1,334,433,678.0
- Actionable assets1,608,397,011.0
- Accounts (total)25.0
Institutional Clients
- Government AUM156,458,606.0
- Pension AUM—
- Charitable AUM—
- HNW AUM—