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)324,264,643.0
- RAUM (discretionary)313,599,050.0
- Actionable assets318,418,703.0
- Accounts (total)262.0
Institutional Clients
- Government AUM—
- Pension AUM42,258,785.0
- Charitable AUM—
- HNW AUM276,159,918.0