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)803,756,168.0
- RAUM (discretionary)783,738,618.0
- Actionable assets628,065,331.0
- Accounts (total)907.0
Institutional Clients
- Government AUM0.0
- Pension AUM103,432,421.0
- Charitable AUM5,196,245.0
- HNW AUM493,739,035.0