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)137,741,182.0
- RAUM (discretionary)111,322,628.0
- Actionable assets127,255,015.0
- Accounts (total)185.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM229,544.0
- HNW AUM127,025,471.0