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)116,525,671.0
- RAUM (discretionary)116,525,671.0
- Actionable assets70,116,616.0
- Accounts (total)340.0
Institutional Clients
- Government AUM0.0
- Pension AUM17,882,327.0
- Charitable AUM0.0
- HNW AUM52,234,289.0