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)340,449,686.0
- RAUM (discretionary)329,803,330.0
- Actionable assets291,364,955.0
- Accounts (total)701.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,375,026.0
- HNW AUM287,989,929.0