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)585,245,469.0
- RAUM (discretionary)466,313,099.0
- Actionable assets574,735,740.0
- Accounts (total)184.0
Institutional Clients
- Government AUM—
- Pension AUM6,006,726.0
- Charitable AUM184,275,858.0
- HNW AUM384,453,156.0