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)1,206,737,488.0
- RAUM (discretionary)1,206,737,488.0
- Actionable assets1,064,350,978.0
- Accounts (total)2,950.0
Institutional Clients
- Government AUM4,769,457.0
- Pension AUM—
- Charitable AUM3,444,621.0
- HNW AUM1,013,082,043.0