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)315,262,474.0
- RAUM (discretionary)315,262,474.0
- Actionable assets161,068,963.0
- Accounts (total)619.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM755,388.0
- HNW AUM160,073,543.0