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)168,612,610.0
- RAUM (discretionary)0.0
- Actionable assets106,638,257.0
- Accounts (total)989.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM12,012.0
- HNW AUM106,626,245.0