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)119,786,589.0
- RAUM (discretionary)71,297,994.0
- Actionable assets94,100,097.0
- Accounts (total)307.0
Institutional Clients
- Government AUM—
- Pension AUM48,488,595.0
- Charitable AUM0.0
- HNW AUM45,611,502.0