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)111,276,530.0
- RAUM (discretionary)111,276,530.0
- Actionable assets94,316,089.0
- Accounts (total)552.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM2,170,521.0
- HNW AUM92,145,568.0