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)623,962,646.0
- RAUM (discretionary)73,521,891.0
- Actionable assets449,429,946.0
- Accounts (total)1,974.0
Institutional Clients
- Government AUM—
- Pension AUM35,943,327.0
- Charitable AUM21,389,769.0
- HNW AUM392,096,850.0