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)133,906,986.0
- RAUM (discretionary)133,906,986.0
- Actionable assets26,697,739.0
- Accounts (total)2,231.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM5,488,189.0
- HNW AUM20,989,759.0