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)181,925,918.0
- RAUM (discretionary)0.0
- Actionable assets119,612,785.0
- Accounts (total)112.0
Institutional Clients
- Government AUM0.0
- Pension AUM86,027,768.0
- Charitable AUM0.0
- HNW AUM33,585,017.0