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)330,000,000.0
- RAUM (discretionary)324,700,000.0
- Actionable assets299,000,000.0
- Accounts (total)315.0
Institutional Clients
- Government AUM0.0
- Pension AUM16,300,000.0
- Charitable AUM5,100,000.0
- HNW AUM275,500,000.0