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)265,484,625.0
- RAUM (discretionary)265,484,625.0
- Actionable assets236,871,891.0
- Accounts (total)267.0
Institutional Clients
- Government AUM—
- Pension AUM4,389,448.0
- Charitable AUM16,345,125.0
- HNW AUM216,137,318.0