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)210,757,000.0
- RAUM (discretionary)45,011,000.0
- Actionable assets205,504,000.0
- Accounts (total)45.0
Institutional Clients
- Government AUM—
- Pension AUM157,842,000.0
- Charitable AUM12,929,000.0
- HNW AUM18,838,000.0