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)155,424,548.0
- RAUM (discretionary)121,235,916.0
- Actionable assets138,248,923.0
- Accounts (total)292.0
Institutional Clients
- Government AUM0.0
- Pension AUM17,685,009.0
- Charitable AUM4,728,334.0
- HNW AUM115,835,580.0