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)539,575,488.0
- RAUM (discretionary)536,223,996.0
- Actionable assets485,141,285.0
- Accounts (total)289.0
Institutional Clients
- Government AUM—
- Pension AUM10,398,241.0
- Charitable AUM4,426,035.0
- HNW AUM470,316,657.0