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)393,648,522.0
- RAUM (discretionary)392,801,027.0
- Actionable assets217,884,401.0
- Accounts (total)685.0
Institutional Clients
- Government AUM—
- Pension AUM7,455,548.0
- Charitable AUM14,500,737.0
- HNW AUM195,928,116.0