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)493,754,690.0
- RAUM (discretionary)489,568,046.0
- Actionable assets428,014,066.0
- Accounts (total)1,461.0
Institutional Clients
- Government AUM—
- Pension AUM70,469,187.0
- Charitable AUM—
- HNW AUM324,047,362.0