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)101,564,415.0
- RAUM (discretionary)101,564,415.0
- Actionable assets43,513,845.0
- Accounts (total)42.0
Institutional Clients
- Government AUM—
- Pension AUM23,811,460.0
- Charitable AUM—
- HNW AUM18,718,404.0