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)356,411,037.0
- RAUM (discretionary)343,914,545.0
- Actionable assets347,636,121.0
- Accounts (total)513.0
Institutional Clients
- Government AUM0.0
- Pension AUM4,246,272.0
- Charitable AUM12,163,698.0
- HNW AUM327,232,786.0