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)701,134,757.0
- RAUM (discretionary)701,134,757.0
- Actionable assets701,134,757.0
- Accounts (total)462.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM44,297,098.0
- HNW AUM656,837,659.0