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)485,133,788.0
- RAUM (discretionary)462,393,984.0
- Actionable assets354,844,876.0
- Accounts (total)1,425.0
Institutional Clients
- Government AUM0.0
- Pension AUM27,514,205.0
- Charitable AUM16,983,190.0
- HNW AUM304,147,119.0