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)434,724,916.0
- RAUM (discretionary)434,724,916.0
- Actionable assets363,138,716.0
- Accounts (total)262.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,013,491.0
- Charitable AUM749,691.0
- HNW AUM360,375,534.0