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)239,158,943.0
- RAUM (discretionary)231,031,361.0
- Actionable assets70,879,565.0
- Accounts (total)900.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM2,741,735.0
- HNW AUM66,416,713.0