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)220,696,145.0
- RAUM (discretionary)220,696,145.0
- Actionable assets169,717,593.0
- Accounts (total)20.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM13,735,122.0
- HNW AUM27,036,907.0