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)663,995,617.0
- RAUM (discretionary)663,995,617.0
- Actionable assets663,995,617.0
- Accounts (total)263.0
Institutional Clients
- Government AUM—
- Pension AUM171,198,706.0
- Charitable AUM—
- HNW AUM176,309,920.0