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)153,027,627.0
- RAUM (discretionary)153,027,627.0
- Actionable assets129,611,077.0
- Accounts (total)337.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,603,011.0
- HNW AUM126,008,066.0