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)915,566,580.0
- RAUM (discretionary)915,566,580.0
- Actionable assets677,615,805.0
- Accounts (total)65.0
Institutional Clients
- Government AUM160,689,686.0
- Pension AUM9,783,532.0
- Charitable AUM66,436,444.0
- HNW AUM0.0