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)992,490,453.0
- RAUM (discretionary)992,490,453.0
- Actionable assets992,490,453.0
- Accounts (total)8.0
Institutional Clients
- Government AUM40,372,301.0
- Pension AUM0.0
- Charitable AUM167,916,447.0
- HNW AUM254,864,130.0