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)326,335,637.0
- RAUM (discretionary)279,754,078.0
- Actionable assets263,754,941.0
- Accounts (total)485.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,482,813.0
- Charitable AUM36,130,800.0
- HNW AUM224,450,206.0