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)2,236,065,999.0
- RAUM (discretionary)2,236,065,999.0
- Actionable assets2,236,065,999.0
- Accounts (total)10.0
Institutional Clients
- Government AUM325,019,186.0
- Pension AUM—
- Charitable AUM—
- HNW AUM—