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)334,064,921.0
- RAUM (discretionary)334,064,921.0
- Actionable assets71,393,561.0
- Accounts (total)803.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM311,569.0
- HNW AUM49,849,527.0