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)446,775,008.0
- RAUM (discretionary)321,503,595.0
- Actionable assets416,201,022.0
- Accounts (total)655.0
Institutional Clients
- Government AUM0.0
- Pension AUM129,855,675.0
- Charitable AUM0.0
- HNW AUM243,220,691.0