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)415,765,077.0
- RAUM (discretionary)214,344,664.0
- Actionable assets415,107,140.0
- Accounts (total)68.0
Institutional Clients
- Government AUM407,523,550.0
- Pension AUM—
- Charitable AUM—
- HNW AUM7,583,590.0