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)300,205,202.0
- RAUM (discretionary)69,542,990.0
- Actionable assets274,634,293.0
- Accounts (total)237.0
Institutional Clients
- Government AUM—
- Pension AUM257,630,397.0
- Charitable AUM—
- HNW AUM15,421,994.0