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)601,126,721.0
- RAUM (discretionary)601,126,721.0
- Actionable assets45,180,993.0
- Accounts (total)1,282.0
Institutional Clients
- Government AUM2,698,983.0
- Pension AUM0.0
- Charitable AUM8,865,212.0
- HNW AUM0.0