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)508,502,723.0
- RAUM (discretionary)478,274,868.0
- Actionable assets481,464,825.0
- Accounts (total)500.0
Institutional Clients
- Government AUM—
- Pension AUM66,912,702.0
- Charitable AUM2,299,986.0
- HNW AUM411,601,412.0