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)436,817,116.0
- RAUM (discretionary)429,675,917.0
- Actionable assets256,342,664.0
- Accounts (total)2,214.0
Institutional Clients
- Government AUM—
- Pension AUM6,017,290.0
- Charitable AUM—
- HNW AUM249,350,793.0