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)179,281,650.0
- RAUM (discretionary)179,281,650.0
- Actionable assets174,796,924.0
- Accounts (total)50.0
Institutional Clients
- Government AUM16,714,596.0
- Pension AUM134,836,603.0
- Charitable AUM0.0
- HNW AUM23,245,725.0