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)108,883,277.0
- RAUM (discretionary)90,230,270.0
- Actionable assets65,584,303.0
- Accounts (total)498.0
Institutional Clients
- Government AUM—
- Pension AUM17,743,558.0
- Charitable AUM331,611.0
- HNW AUM47,509,134.0