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)512,987,448.0
- RAUM (discretionary)231,513,945.0
- Actionable assets444,169,190.0
- Accounts (total)1,085.0
Institutional Clients
- Government AUM0.0
- Pension AUM269,764,321.0
- Charitable AUM31,987.0
- HNW AUM174,127,228.0