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)197,290,231.0
- RAUM (discretionary)65,517,755.0
- Actionable assets195,945,471.0
- Accounts (total)75.0
Institutional Clients
- Government AUM0.0
- Pension AUM6,166,503.0
- Charitable AUM1,030,689.0
- HNW AUM188,748,279.0