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)561,933,843.0
- RAUM (discretionary)561,933,843.0
- Actionable assets553,066,153.0
- Accounts (total)250.0
Institutional Clients
- Government AUM0.0
- Pension AUM—
- Charitable AUM31,988,994.0
- HNW AUM495,066,780.0