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)318,110,389.0
- RAUM (discretionary)318,110,389.0
- Actionable assets268,816,849.0
- Accounts (total)682.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM1,988,604.0
- HNW AUM261,476,769.0