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)1,043,157,933.0
- RAUM (discretionary)1,043,157,933.0
- Actionable assets1,043,157,933.0
- Accounts (total)10.0
Institutional Clients
- Government AUM—
- Pension AUM120,828,675.0
- Charitable AUM24,848,378.0
- HNW AUM—