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)303,506,416.0
- RAUM (discretionary)303,506,416.0
- Actionable assets76,862,440.0
- Accounts (total)1,412.0
Institutional Clients
- Government AUM—
- Pension AUM1,149,794.0
- Charitable AUM0.0
- HNW AUM75,712,646.0