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)491,221,951.0
- RAUM (discretionary)491,221,951.0
- Actionable assets435,866,939.0
- Accounts (total)978.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM13,642,664.0
- HNW AUM227,812,340.0