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)1,261,350,620.0
- RAUM (discretionary)1,261,350,620.0
- Actionable assets1,261,350,620.0
- Accounts (total)24.0
Institutional Clients
- Government AUM—
- Pension AUM173,845,590.0
- Charitable AUM115,804,904.0
- HNW AUM550,732.0