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)984,720,847.0
- RAUM (discretionary)984,720,847.0
- Actionable assets717,477,408.0
- Accounts (total)17.0
Institutional Clients
- Government AUM707,508,333.0
- Pension AUM—
- Charitable AUM—
- HNW AUM—