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)443,521,899.0
- RAUM (discretionary)426,116,601.0
- Actionable assets413,710,659.0
- Accounts (total)634.0
Institutional Clients
- Government AUM0.0
- Pension AUM5,554,170.0
- Charitable AUM0.0
- HNW AUM404,816,644.0