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)195,912,606.0
- RAUM (discretionary)189,871,883.0
- Actionable assets156,562,130.0
- Accounts (total)591.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM6,203,265.0
- HNW AUM150,358,865.0