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)133,311,983.0
- RAUM (discretionary)65,614,869.0
- Actionable assets67,280,042.0
- Accounts (total)683.0
Institutional Clients
- Government AUM0.0
- Pension AUM6,795,234.0
- Charitable AUM0.0
- HNW AUM59,946,723.0