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)164,766,074.0
- RAUM (discretionary)164,766,074.0
- Actionable assets161,250,458.0
- Accounts (total)203.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,949,787.0
- HNW AUM117,002,680.0