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)87,534,158.0
- RAUM (discretionary)71,512,698.0
- Actionable assets65,378,984.0
- Accounts (total)242.0
Institutional Clients
- Government AUM—
- Pension AUM7,647,418.0
- Charitable AUM1,771,047.0
- HNW AUM55,960,519.0