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)188,109,100.0
- RAUM (discretionary)7,573,140.0
- Actionable assets181,547,961.0
- Accounts (total)71.0
Institutional Clients
- Government AUM—
- Pension AUM718,803.0
- Charitable AUM—
- HNW AUM127,794,895.0