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)305,285,707.0
- RAUM (discretionary)305,285,707.0
- Actionable assets232,866,268.0
- Accounts (total)429.0
Institutional Clients
- Government AUM—
- Pension AUM0.0
- Charitable AUM—
- HNW AUM232,866,268.0