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)161,584,105.0
- RAUM (discretionary)161,584,105.0
- Actionable assets129,034,642.0
- Accounts (total)297.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,029,735.0
- HNW AUM128,004,907.0