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)208,998,632.0
- RAUM (discretionary)207,760,158.0
- Actionable assets197,261,043.0
- Accounts (total)372.0
Institutional Clients
- Government AUM—
- Pension AUM667,359.0
- Charitable AUM2,818,844.0
- HNW AUM193,774,840.0