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)833,236,710.0
- RAUM (discretionary)833,236,710.0
- Actionable assets672,344,726.0
- Accounts (total)1,335.0
Institutional Clients
- Government AUM0.0
- Pension AUM31,874,707.0
- Charitable AUM0.0
- HNW AUM640,470,019.0