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)177,924,768.0
- RAUM (discretionary)177,924,768.0
- Actionable assets147,628,651.0
- Accounts (total)517.0
Institutional Clients
- Government AUM0.0
- Pension AUM18,748.0
- Charitable AUM391,101.0
- HNW AUM147,218,802.0