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)791,461,816.0
- RAUM (discretionary)791,461,816.0
- Actionable assets465,605,025.0
- Accounts (total)2,571.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM465,605,025.0