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)317,100,153.0
- RAUM (discretionary)317,100,153.0
- Actionable assets313,629,682.0
- Accounts (total)138.0
Institutional Clients
- Government AUM—
- Pension AUM0.0
- Charitable AUM—
- HNW AUM313,629,682.0