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)723,038,061.0
- RAUM (discretionary)723,038,061.0
- Actionable assets530,628,720.0
- Accounts (total)2,502.0
Institutional Clients
- Government AUM0.0
- Pension AUM172,452,577.0
- Charitable AUM341,526.0
- HNW AUM321,373,550.0