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)180,135,846.0
- RAUM (discretionary)163,526,041.0
- Actionable assets129,411,559.0
- Accounts (total)562.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,405,956.0
- Charitable AUM18,615,598.0
- HNW AUM97,532,718.0