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)645,557,984.0
- RAUM (discretionary)643,272,881.0
- Actionable assets618,387,484.0
- Accounts (total)741.0
Institutional Clients
- Government AUM0.0
- Pension AUM10,057,628.0
- Charitable AUM1,078,236.0
- HNW AUM584,047,934.0