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)498,454,880.0
- RAUM (discretionary)427,868,177.0
- Actionable assets319,880,501.0
- Accounts (total)643.0
Institutional Clients
- Government AUM—
- Pension AUM74,486,791.0
- Charitable AUM—
- HNW AUM244,610,186.0