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)297,015,339.0
- RAUM (discretionary)283,437,106.0
- Actionable assets208,280,962.0
- Accounts (total)788.0
Institutional Clients
- Government AUM0.0
- Pension AUM30,657,176.0
- Charitable AUM5,894,020.0
- HNW AUM169,838,026.0