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)447,497,119.0
- RAUM (discretionary)430,700,651.0
- Actionable assets397,951,590.0
- Accounts (total)748.0
Institutional Clients
- Government AUM0.0
- Pension AUM16,796,468.0
- Charitable AUM224,216.0
- HNW AUM353,084,608.0