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)50,769,875.0
- RAUM (discretionary)50,769,875.0
- Actionable assets33,749,626.0
- Accounts (total)96.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM6,844,972.0
- HNW AUM26,904,654.0