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)665,007,476.0
- RAUM (discretionary)656,951,997.0
- Actionable assets631,322,207.0
- Accounts (total)417.0
Institutional Clients
- Government AUM—
- Pension AUM10,573,765.0
- Charitable AUM182,480,481.0
- HNW AUM437,038,732.0