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)231,149,255.0
- RAUM (discretionary)211,724,705.0
- Actionable assets213,698,134.0
- Accounts (total)215.0
Institutional Clients
- Government AUM—
- Pension AUM22,475,745.0
- Charitable AUM14,464,427.0
- HNW AUM156,692,436.0