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)992,465,143.0
- RAUM (discretionary)942,024,732.0
- Actionable assets803,998,913.0
- Accounts (total)3,064.0
Institutional Clients
- Government AUM—
- Pension AUM36,781,372.0
- Charitable AUM3,149,216.0
- HNW AUM758,389,129.0