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)234,853,789.0
- RAUM (discretionary)234,853,789.0
- Actionable assets104,070,942.0
- Accounts (total)1,055.0
Institutional Clients
- Government AUM0.0
- Pension AUM2,367,005.0
- Charitable AUM1,998,006.0
- HNW AUM99,705,931.0