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)711,811,237.0
- RAUM (discretionary)459,323,219.0
- Actionable assets586,839,933.0
- Accounts (total)1,404.0
Institutional Clients
- Government AUM—
- Pension AUM172,188,936.0
- Charitable AUM3,220,085.0
- HNW AUM398,311,148.0