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)829,797,025.0
- RAUM (discretionary)829,797,025.0
- Actionable assets450,760,250.0
- Accounts (total)2,536.0
Institutional Clients
- Government AUM5,614,188.0
- Pension AUM28,844,407.0
- Charitable AUM6,043,714.0
- HNW AUM364,884,640.0