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)562,632,463.0
- RAUM (discretionary)538,992,505.0
- Actionable assets90,021,194.0
- Accounts (total)3,261.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM90,021,194.0