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)843,966,549.0
- RAUM (discretionary)843,966,549.0
- Actionable assets843,966,549.0
- Accounts (total)45.0
Institutional Clients
- Government AUM441,235,311.0
- Pension AUM0.0
- Charitable AUM60,830,656.0
- HNW AUM0.0