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)1,184,590,858.0
- RAUM (discretionary)1,181,973,359.0
- Actionable assets1,181,973,359.0
- Accounts (total)33.0
Institutional Clients
- Government AUM278,224,739.0
- Pension AUM4,354,084.0
- Charitable AUM19,081,832.0
- HNW AUM409,144,338.0