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)270,794,346.0
- RAUM (discretionary)260,159,404.0
- Actionable assets220,101,645.0
- Accounts (total)311.0
Institutional Clients
- Government AUM—
- Pension AUM10,634,942.0
- Charitable AUM1,619,576.0
- HNW AUM207,423,799.0