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)283,245,045.0
- RAUM (discretionary)283,245,045.0
- Actionable assets232,932,179.0
- Accounts (total)440.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,945,614.0
- HNW AUM228,986,565.0