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)313,980,841.0
- RAUM (discretionary)303,997,042.0
- Actionable assets186,390,993.0
- Accounts (total)1,677.0
Institutional Clients
- Government AUM—
- Pension AUM9,983,799.0
- Charitable AUM—
- HNW AUM174,780,266.0