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)2,178,612,885.0
- RAUM (discretionary)105,262,045.0
- Actionable assets2,178,612,885.0
- Accounts (total)6.0
Institutional Clients
- Government AUM—
- Pension AUM863,804,205.0
- Charitable AUM1,209,151,885.0
- HNW AUM—