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)178,545,210.0
- RAUM (discretionary)175,361,309.0
- Actionable assets159,308,498.0
- Accounts (total)595.0
Institutional Clients
- Government AUM—
- Pension AUM3,666,003.0
- Charitable AUM—
- HNW AUM155,642,495.0