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)461,547,165.0
- RAUM (discretionary)457,396,706.0
- Actionable assets261,477,867.0
- Accounts (total)2,014.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM14,066,262.0
- HNW AUM244,132,207.0