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)410,242,734.0
- RAUM (discretionary)347,713,632.0
- Actionable assets250,793,593.0
- Accounts (total)1,466.0
Institutional Clients
- Government AUM—
- Pension AUM1,389,738.0
- Charitable AUM680,211.0
- HNW AUM248,351,334.0