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)126,695,848.0
- RAUM (discretionary)126,695,848.0
- Actionable assets126,695,848.0
- Accounts (total)9.0
Institutional Clients
- Government AUM121,041,147.0
- Pension AUM5,654,701.0
- Charitable AUM—
- HNW AUM—