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)220,821,609.0
- RAUM (discretionary)211,304,347.0
- Actionable assets124,522,922.0
- Accounts (total)2,280.0
Institutional Clients
- Government AUM—
- Pension AUM38,993,056.0
- Charitable AUM6,780,657.0
- HNW AUM45,064,508.0