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)444,012,621.0
- RAUM (discretionary)430,161,933.0
- Actionable assets409,437,286.0
- Accounts (total)946.0
Institutional Clients
- Government AUM0.0
- Pension AUM19,003,980.0
- Charitable AUM31,157,135.0
- HNW AUM355,839,655.0