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)190,042,296.0
- RAUM (discretionary)190,042,296.0
- Actionable assets190,042,296.0
- Accounts (total)5.0
Institutional Clients
- Government AUM20,631.0
- Pension AUM—
- Charitable AUM169,721,645.0
- HNW AUM—