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)166,432,084.0
- RAUM (discretionary)166,236,333.0
- Actionable assets102,206,046.0
- Accounts (total)309.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM195,751.0
- HNW AUM100,964,702.0