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)1,070,649,745.0
- RAUM (discretionary)1,070,649,745.0
- Actionable assets1,070,649,745.0
- Accounts (total)25.0
Institutional Clients
- Government AUM—
- Pension AUM23,198,221.0
- Charitable AUM182,673,787.0
- HNW AUM386,863,699.0