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)563,852,455.0
- RAUM (discretionary)563,852,455.0
- Actionable assets380,214,404.0
- Accounts (total)2,001.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM418,205.0
- HNW AUM360,560,149.0