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)639,157,693.0
- RAUM (discretionary)623,769,486.0
- Actionable assets108,247,904.0
- Accounts (total)5,460.0
Institutional Clients
- Government AUM—
- Pension AUM15,388,207.0
- Charitable AUM—
- HNW AUM92,859,697.0