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)294,329,000.0
- RAUM (discretionary)294,329,000.0
- Actionable assets268,669,000.0
- Accounts (total)657.0
Institutional Clients
- Government AUM0.0
- Pension AUM29,682,000.0
- Charitable AUM1,342,000.0
- HNW AUM232,485,000.0