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)147,630,117.0
- RAUM (discretionary)147,630,117.0
- Actionable assets78,518,255.0
- Accounts (total)681.0
Institutional Clients
- Government AUM—
- Pension AUM105,200.0
- Charitable AUM2,067,644.0
- HNW AUM76,345,411.0