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)466,280,000.0
- RAUM (discretionary)447,614,000.0
- Actionable assets290,502,000.0
- Accounts (total)1,437.0
Institutional Clients
- Government AUM—
- Pension AUM202,000.0
- Charitable AUM36,864,000.0
- HNW AUM242,200,000.0