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)345,805,007.0
- RAUM (discretionary)345,805,007.0
- Actionable assets267,061,337.0
- Accounts (total)1,143.0
Institutional Clients
- Government AUM—
- Pension AUM12,839,398.0
- Charitable AUM—
- HNW AUM254,133,130.0