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)255,986,221.0
- RAUM (discretionary)255,986,221.0
- Actionable assets239,192,541.0
- Accounts (total)183.0
Institutional Clients
- Government AUM0.0
- Pension AUM8,873,762.0
- Charitable AUM1,140,469.0
- HNW AUM194,712,498.0