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)293,280,909.0
- RAUM (discretionary)290,463,080.0
- Actionable assets276,646,147.0
- Accounts (total)811.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,817,829.0
- Charitable AUM0.0
- HNW AUM265,073,422.0