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)100,084,739.0
- RAUM (discretionary)100,084,739.0
- Actionable assets50,434,888.0
- Accounts (total)375.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM685,517.0
- HNW AUM49,488,608.0