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)848,664,616.0
- RAUM (discretionary)848,664,616.0
- Actionable assets759,348,357.0
- Accounts (total)1,377.0
Institutional Clients
- Government AUM319,877,292.0
- Pension AUM10,765,124.0
- Charitable AUM479,786.0
- HNW AUM343,208,973.0