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)116,541,552.0
- RAUM (discretionary)116,541,552.0
- Actionable assets87,565,630.0
- Accounts (total)264.0
Institutional Clients
- Government AUM—
- Pension AUM3,751,427.0
- Charitable AUM—
- HNW AUM83,814,203.0