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)562,697,473.0
- RAUM (discretionary)562,697,473.0
- Actionable assets477,533,268.0
- Accounts (total)1,306.0
Institutional Clients
- Government AUM740,363.0
- Pension AUM17,708,864.0
- Charitable AUM1,590,933.0
- HNW AUM327,563,575.0