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)439,937,545.0
- RAUM (discretionary)425,937,230.0
- Actionable assets362,368,929.0
- Accounts (total)645.0
Institutional Clients
- Government AUM54,238,810.0
- Pension AUM—
- Charitable AUM10,789,500.0
- HNW AUM101,878,486.0