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)884,530,390.0
- RAUM (discretionary)884,530,390.0
- Actionable assets847,401,271.0
- Accounts (total)878.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,304,842.0
- Charitable AUM9,000,951.0
- HNW AUM804,073,526.0