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)212,837,072.0
- RAUM (discretionary)212,837,072.0
- Actionable assets126,778,519.0
- Accounts (total)696.0
Institutional Clients
- Government AUM—
- Pension AUM3,497,904.0
- Charitable AUM—
- HNW AUM123,280,615.0