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)1,080,417,121.0
- RAUM (discretionary)1,078,863,976.0
- Actionable assets784,036,031.0
- Accounts (total)3,596.0
Institutional Clients
- Government AUM2,459,581.0
- Pension AUM—
- Charitable AUM—
- HNW AUM753,668,860.0