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)397,483,508.0
- RAUM (discretionary)397,483,508.0
- Actionable assets397,483,508.0
- Accounts (total)3.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM27,931,413.0
- HNW AUM3,809,148.0