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)124,449,738.0
- RAUM (discretionary)124,449,738.0
- Actionable assets114,052,238.0
- Accounts (total)209.0
Institutional Clients
- Government AUM—
- Pension AUM13,222,313.0
- Charitable AUM—
- HNW AUM100,829,925.0