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)530,716,950.0
- RAUM (discretionary)396,954,012.0
- Actionable assets510,143,318.0
- Accounts (total)477.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM5,730,889.0
- HNW AUM501,619,851.0