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)655,556,765.0
- RAUM (discretionary)655,556,765.0
- Actionable assets531,686,121.0
- Accounts (total)1,845.0
Institutional Clients
- Government AUM—
- Pension AUM65,303,394.0
- Charitable AUM—
- HNW AUM466,382,727.0