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)476,220,823.0
- RAUM (discretionary)397,761,850.0
- Actionable assets388,055,714.0
- Accounts (total)869.0
Institutional Clients
- Government AUM0.0
- Pension AUM87,094,788.0
- Charitable AUM13,598,087.0
- HNW AUM286,918,592.0