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)209,880,244.0
- RAUM (discretionary)209,880,244.0
- Actionable assets132,648,800.0
- Accounts (total)768.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,300,000.0
- HNW AUM131,348,800.0