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)875,297,189.0
- RAUM (discretionary)875,297,189.0
- Actionable assets875,297,189.0
- Accounts (total)24.0
Institutional Clients
- Government AUM751,117,344.0
- Pension AUM0.0
- Charitable AUM121,236,563.0
- HNW AUM2,943,282.0