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)219,485,698.0
- RAUM (discretionary)219,485,698.0
- Actionable assets159,747,087.0
- Accounts (total)613.0
Institutional Clients
- Government AUM—
- Pension AUM7,974,279.0
- Charitable AUM—
- HNW AUM151,772,808.0