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)137,623,976.0
- RAUM (discretionary)137,623,976.0
- Actionable assets137,623,976.0
- Accounts (total)87.0
Institutional Clients
- Government AUM—
- Pension AUM9,146,453.0
- Charitable AUM26,000,775.0
- HNW AUM102,476,748.0