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)572,662,800.0
- RAUM (discretionary)514,818,319.0
- Actionable assets431,359,423.0
- Accounts (total)1,892.0
Institutional Clients
- Government AUM—
- Pension AUM14,399,087.0
- Charitable AUM4,245,974.0
- HNW AUM402,583,225.0