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)314,015,320.0
- RAUM (discretionary)314,015,320.0
- Actionable assets150,408,345.0
- Accounts (total)1,998.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM1,487,460.0
- HNW AUM148,920,885.0