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)782,266,040.0
- RAUM (discretionary)435,384,439.0
- Actionable assets782,266,040.0
- Accounts (total)139.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM176,236,119.0
- HNW AUM531,292,186.0