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)564,191,601.0
- RAUM (discretionary)453,818,316.0
- Actionable assets511,083,917.0
- Accounts (total)467.0
Institutional Clients
- Government AUM19,379,772.0
- Pension AUM415,329,493.0
- Charitable AUM—
- HNW AUM76,374,652.0