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)142,485,476.0
- RAUM (discretionary)111,420,332.0
- Actionable assets128,336,155.0
- Accounts (total)477.0
Institutional Clients
- Government AUM0.0
- Pension AUM31,065,144.0
- Charitable AUM573,000.0
- HNW AUM96,588,011.0