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)185,378,063.0
- RAUM (discretionary)176,344,394.0
- Actionable assets178,504,154.0
- Accounts (total)238.0
Institutional Clients
- Government AUM0.0
- Pension AUM9,033,669.0
- Charitable AUM0.0
- HNW AUM168,207,241.0