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)200,702,779.0
- RAUM (discretionary)1,379,583.0
- Actionable assets180,304,701.0
- Accounts (total)500.0
Institutional Clients
- Government AUM0.0
- Pension AUM4,085,380.0
- Charitable AUM7,960,679.0
- HNW AUM168,258,642.0