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)734,010,908.0
- RAUM (discretionary)722,489,787.0
- Actionable assets581,071,603.0
- Accounts (total)1,674.0
Institutional Clients
- Government AUM—
- Pension AUM11,521,121.0
- Charitable AUM1,936,010.0
- HNW AUM564,650,441.0