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)240,484,829.0
- RAUM (discretionary)240,484,829.0
- Actionable assets240,484,829.0
- Accounts (total)38.0
Institutional Clients
- Government AUM11,495,399.0
- Pension AUM119,647,535.0
- Charitable AUM11,043,743.0
- HNW AUM94,488,133.0