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)371,837,948.0
- RAUM (discretionary)371,689,806.0
- Actionable assets304,860,056.0
- Accounts (total)744.0
Institutional Clients
- Government AUM0.0
- Pension AUM3,332,243.0
- Charitable AUM12,135,634.0
- HNW AUM274,594,737.0