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)99,541,034.0
- RAUM (discretionary)99,541,034.0
- Actionable assets97,943,000.0
- Accounts (total)25.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM20,350,377.0
- HNW AUM71,961,084.0