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)470,002,773.0
- RAUM (discretionary)468,735,598.0
- Actionable assets363,291,327.0
- Accounts (total)1,390.0
Institutional Clients
- Government AUM—
- Pension AUM2,778,265.0
- Charitable AUM—
- HNW AUM357,378,820.0