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)620,050,580.0
- RAUM (discretionary)620,050,580.0
- Actionable assets386,619,097.0
- Accounts (total)739.0
Institutional Clients
- Government AUM0.0
- Pension AUM6,240,408.0
- Charitable AUM15,624,548.0
- HNW AUM307,339,623.0