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)247,984,227.0
- RAUM (discretionary)247,984,227.0
- Actionable assets43,646,581.0
- Accounts (total)1,396.0
Institutional Clients
- Government AUM0.0
- Pension AUM303,241.0
- Charitable AUM0.0
- HNW AUM43,040,970.0