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)396,653,120.0
- RAUM (discretionary)301,103,721.0
- Actionable assets384,614,657.0
- Accounts (total)194.0
Institutional Clients
- Government AUM0.0
- Pension AUM27,668,296.0
- Charitable AUM148,378,973.0
- HNW AUM192,623,441.0