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)370,287,186.0
- RAUM (discretionary)240,294,157.0
- Actionable assets278,227,928.0
- Accounts (total)1,326.0
Institutional Clients
- Government AUM—
- Pension AUM26,175,842.0
- Charitable AUM772,459.0
- HNW AUM248,545,363.0