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)222,195,437.0
- RAUM (discretionary)222,195,437.0
- Actionable assets159,665,507.0
- Accounts (total)812.0
Institutional Clients
- Government AUM10,229,780.0
- Pension AUM8,744,951.0
- Charitable AUM719,379.0
- HNW AUM139,971,397.0