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)252,629,106.0
- RAUM (discretionary)119,516,993.0
- Actionable assets222,365,475.0
- Accounts (total)148.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM37,531,344.0
- HNW AUM178,479,241.0