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)760,080,858.0
- RAUM (discretionary)739,829,604.0
- Actionable assets643,407,525.0
- Accounts (total)1,895.0
Institutional Clients
- Government AUM6,270,680.0
- Pension AUM22,504,354.0
- Charitable AUM363,954.0
- HNW AUM614,268,537.0