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)361,954,267.0
- RAUM (discretionary)361,954,267.0
- Actionable assets149,252,048.0
- Accounts (total)2,518.0
Institutional Clients
- Government AUM—
- Pension AUM4,888,070.0
- Charitable AUM—
- HNW AUM133,259,443.0