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)138,177,126.0
- RAUM (discretionary)114,988,530.0
- Actionable assets128,596,347.0
- Accounts (total)482.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM983,811.0
- HNW AUM127,612,536.0