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)518,984,611.0
- RAUM (discretionary)518,984,611.0
- Actionable assets276,189,252.0
- Accounts (total)1,350.0
Institutional Clients
- Government AUM—
- Pension AUM19,761,972.0
- Charitable AUM—
- HNW AUM238,977,916.0