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)206,197,659.0
- RAUM (discretionary)180,986,055.0
- Actionable assets189,702,410.0
- Accounts (total)260.0
Institutional Clients
- Government AUM—
- Pension AUM373,462.0
- Charitable AUM9,766,957.0
- HNW AUM179,264,375.0