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)164,156,572.0
- RAUM (discretionary)154,015,721.0
- Actionable assets160,097,049.0
- Accounts (total)79.0
Institutional Clients
- Government AUM0.0
- Pension AUM718,597.0
- Charitable AUM914,131.0
- HNW AUM158,464,321.0