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)355,141,160.0
- RAUM (discretionary)279,764,498.0
- Actionable assets353,748,106.0
- Accounts (total)182.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM4,571,621.0
- HNW AUM300,291,334.0