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)784,862,351.0
- RAUM (discretionary)784,862,351.0
- Actionable assets668,424,982.0
- Accounts (total)1,406.0
Institutional Clients
- Government AUM0.0
- Pension AUM26,348,872.0
- Charitable AUM7,066,897.0
- HNW AUM627,421,288.0