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)301,133,763.0
- RAUM (discretionary)301,133,763.0
- Actionable assets257,859,366.0
- Accounts (total)222.0
Institutional Clients
- Government AUM—
- Pension AUM878,200.0
- Charitable AUM541,308.0
- HNW AUM252,395,542.0