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)1,476,595,999.0
- RAUM (discretionary)1,475,316,409.0
- Actionable assets1,476,595,999.0
- Accounts (total)21.0
Institutional Clients
- Government AUM—
- Pension AUM7,045,714.0
- Charitable AUM—
- HNW AUM16,358,149.0