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)248,355,878.0
- RAUM (discretionary)248,355,878.0
- Actionable assets209,727,207.0
- Accounts (total)542.0
Institutional Clients
- Government AUM16,451,824.0
- Pension AUM1,064,178.0
- Charitable AUM1,022,643.0
- HNW AUM178,065,019.0