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)80,572,019.0
- RAUM (discretionary)73,315,651.0
- Actionable assets23,783,977.0
- Accounts (total)183.0
Institutional Clients
- Government AUM—
- Pension AUM23,783,977.0
- Charitable AUM—
- HNW AUM—