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)154,881,281.0
- RAUM (discretionary)154,881,281.0
- Actionable assets104,468,973.0
- Accounts (total)673.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,304,800.0
- HNW AUM102,152,869.0