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)1,153,613,208.0
- RAUM (discretionary)121,593,933.0
- Actionable assets1,128,100,688.0
- Accounts (total)168.0
Institutional Clients
- Government AUM349,384,449.0
- Pension AUM555,914,822.0
- Charitable AUM19,544,612.0
- HNW AUM71,579,904.0