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)131,639,887.0
- RAUM (discretionary)131,639,887.0
- Actionable assets97,129,071.0
- Accounts (total)529.0
Institutional Clients
- Government AUM0.0
- Pension AUM15,899,546.0
- Charitable AUM0.0
- HNW AUM76,212,041.0