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)234,634,130.0
- RAUM (discretionary)184,639,022.0
- Actionable assets143,606,900.0
- Accounts (total)1,310.0
Institutional Clients
- Government AUM—
- Pension AUM47,413,356.0
- Charitable AUM—
- HNW AUM96,193,544.0