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)656,268,782.0
- RAUM (discretionary)656,268,782.0
- Actionable assets576,518,004.0
- Accounts (total)1,401.0
Institutional Clients
- Government AUM—
- Pension AUM15,243,873.0
- Charitable AUM114,448.0
- HNW AUM561,159,683.0