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)236,380,931.0
- RAUM (discretionary)236,380,931.0
- Actionable assets228,286,673.0
- Accounts (total)211.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM3,868,260.0
- HNW AUM141,329,554.0