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)428,562,226.0
- RAUM (discretionary)410,139,058.0
- Actionable assets400,373,579.0
- Accounts (total)712.0
Institutional Clients
- Government AUM—
- Pension AUM3,009,391.0
- Charitable AUM—
- HNW AUM397,364,188.0