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)244,228,477.0
- RAUM (discretionary)184,444,011.0
- Actionable assets231,517,590.0
- Accounts (total)298.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM6,669,955.0
- HNW AUM93,189,629.0