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)483,147,248.0
- RAUM (discretionary)483,147,248.0
- Actionable assets473,356,274.0
- Accounts (total)405.0
Institutional Clients
- Government AUM—
- Pension AUM7,769,888.0
- Charitable AUM380,115.0
- HNW AUM462,401,502.0