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)423,568,535.0
- RAUM (discretionary)423,568,535.0
- Actionable assets415,098,943.0
- Accounts (total)360.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,448,863.0
- Charitable AUM9,334,519.0
- HNW AUM137,243,904.0