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)609,543,910.0
- RAUM (discretionary)609,543,910.0
- Actionable assets526,932,320.0
- Accounts (total)895.0
Institutional Clients
- Government AUM0.0
- Pension AUM3,538,333.0
- Charitable AUM16,108,648.0
- HNW AUM507,285,339.0