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)253,424,112.0
- RAUM (discretionary)243,733,935.0
- Actionable assets239,640,757.0
- Accounts (total)622.0
Institutional Clients
- Government AUM—
- Pension AUM14,472,100.0
- Charitable AUM—
- HNW AUM225,168,430.0