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)118,441,974.0
- RAUM (discretionary)53,685,767.0
- Actionable assets117,434,313.0
- Accounts (total)25.0
Institutional Clients
- Government AUM—
- Pension AUM116,233,659.0
- Charitable AUM—
- HNW AUM1,200,654.0