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)438,067,982.0
- RAUM (discretionary)438,067,982.0
- Actionable assets370,583,027.0
- Accounts (total)1,203.0
Institutional Clients
- Government AUM—
- Pension AUM9,555,316.0
- Charitable AUM991,000.0
- HNW AUM359,418,674.0