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)241,266,780.0
- RAUM (discretionary)235,343,630.0
- Actionable assets226,257,146.0
- Accounts (total)126.0
Institutional Clients
- Government AUM—
- Pension AUM7,136,104.0
- Charitable AUM9,540,527.0
- HNW AUM209,580,515.0