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)178,589,007.0
- RAUM (discretionary)178,589,007.0
- Actionable assets159,812,634.0
- Accounts (total)286.0
Institutional Clients
- Government AUM0.0
- Pension AUM5,723,741.0
- Charitable AUM856,808.0
- HNW AUM139,295,885.0