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)755,343,812.0
- RAUM (discretionary)476,833,789.0
- Actionable assets656,431,960.0
- Accounts (total)1,583.0
Institutional Clients
- Government AUM21,426,183.0
- Pension AUM344,001,184.0
- Charitable AUM7,627,664.0
- HNW AUM258,520,806.0