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)171,753,824.0
- RAUM (discretionary)171,753,824.0
- Actionable assets150,522,385.0
- Accounts (total)391.0
Institutional Clients
- Government AUM—
- Pension AUM22,164,823.0
- Charitable AUM2,602,895.0
- HNW AUM125,442,963.0