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)918,779,505.0
- RAUM (discretionary)912,117,066.0
- Actionable assets839,236,025.0
- Accounts (total)1,141.0
Institutional Clients
- Government AUM0.0
- Pension AUM15,963,657.0
- Charitable AUM73,653,971.0
- HNW AUM749,618,397.0