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)447,216,593.0
- RAUM (discretionary)434,787,788.0
- Actionable assets447,141,601.0
- Accounts (total)210.0
Institutional Clients
- Government AUM—
- Pension AUM26,613,563.0
- Charitable AUM—
- HNW AUM420,528,038.0