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)802,765,223.0
- RAUM (discretionary)643,799,142.0
- Actionable assets711,559,228.0
- Accounts (total)598.0
Institutional Clients
- Government AUM—
- Pension AUM9,666,065.0
- Charitable AUM—
- HNW AUM701,893,163.0