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)192,781,557.0
- RAUM (discretionary)192,781,557.0
- Actionable assets133,269,239.0
- Accounts (total)824.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,069,355.0
- Charitable AUM672,431.0
- HNW AUM131,527,453.0