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)1,236,783,588.0
- RAUM (discretionary)1,236,783,588.0
- Actionable assets1,215,699,873.0
- Accounts (total)28.0
Institutional Clients
- Government AUM215,947,871.0
- Pension AUM—
- Charitable AUM—
- HNW AUM—