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)570,763,917.0
- RAUM (discretionary)570,763,917.0
- Actionable assets544,319,323.0
- Accounts (total)1,035.0
Institutional Clients
- Government AUM—
- Pension AUM20,260,809.0
- Charitable AUM5,565,151.0
- HNW AUM287,406,270.0