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)315,010,991.0
- RAUM (discretionary)315,010,991.0
- Actionable assets9,870,877.0
- Accounts (total)2,992.0
Institutional Clients
- Government AUM—
- Pension AUM6,493,861.0
- Charitable AUM—
- HNW AUM—