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)315,164,434.0
- RAUM (discretionary)315,164,434.0
- Actionable assets196,972,063.0
- Accounts (total)308.0
Institutional Clients
- Government AUM—
- Pension AUM17,959,046.0
- Charitable AUM12,118,006.0
- HNW AUM126,880,995.0