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)217,766,402.0
- RAUM (discretionary)194,782,371.0
- Actionable assets128,763,625.0
- Accounts (total)1,004.0
Institutional Clients
- Government AUM—
- Pension AUM3,994,354.0
- Charitable AUM—
- HNW AUM120,023,459.0