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)222,356,689.0
- RAUM (discretionary)222,356,689.0
- Actionable assets141,827,532.0
- Accounts (total)591.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM507,904.0
- HNW AUM141,319,628.0