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)141,502,597.0
- RAUM (discretionary)141,502,597.0
- Actionable assets76,068,855.0
- Accounts (total)840.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM2,692,776.0
- HNW AUM73,376,079.0