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)427,505,173.0
- RAUM (discretionary)396,056,506.0
- Actionable assets331,235,008.0
- Accounts (total)286.0
Institutional Clients
- Government AUM—
- Pension AUM31,448,666.0
- Charitable AUM11,336,878.0
- HNW AUM280,072,641.0