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)397,183,090.0
- RAUM (discretionary)397,183,090.0
- Actionable assets282,430,023.0
- Accounts (total)1,466.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,055,656.0
- Charitable AUM0.0
- HNW AUM260,711,181.0