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)1,201,557,311.0
- RAUM (discretionary)1,201,557,311.0
- Actionable assets640,559,247.0
- Accounts (total)6,594.0
Institutional Clients
- Government AUM0.0
- Pension AUM973,794.0
- Charitable AUM1,107,839.0
- HNW AUM636,334,238.0