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)222,730,006.0
- RAUM (discretionary)222,594,271.0
- Actionable assets197,156,312.0
- Accounts (total)321.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM816,092.0
- HNW AUM196,340,220.0