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)1,283,122,581.0
- RAUM (discretionary)1,283,122,581.0
- Actionable assets1,137,182,759.0
- Accounts (total)683.0
Institutional Clients
- Government AUM0.0
- Pension AUM22,757,391.0
- Charitable AUM8,613,056.0
- HNW AUM1,073,136,250.0