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)315,565,202.0
- RAUM (discretionary)315,565,202.0
- Actionable assets252,676,914.0
- Accounts (total)904.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM398,885.0
- HNW AUM248,818,413.0