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)347,099,739.0
- RAUM (discretionary)347,099,739.0
- Actionable assets339,776,896.0
- Accounts (total)209.0
Institutional Clients
- Government AUM—
- Pension AUM72,275,040.0
- Charitable AUM3,528,946.0
- HNW AUM132,989,759.0