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)156,902,175.0
- RAUM (discretionary)152,319,536.0
- Actionable assets144,793,129.0
- Accounts (total)167.0
Institutional Clients
- Government AUM—
- Pension AUM4,582,639.0
- Charitable AUM595,234.0
- HNW AUM99,456,404.0