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)418,425,685.0
- RAUM (discretionary)418,425,685.0
- Actionable assets418,425,685.0
- Accounts (total)6.0
Institutional Clients
- Government AUM—
- Pension AUM417,861,022.0
- Charitable AUM—
- HNW AUM564,663.0