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)118,127,180.0
- RAUM (discretionary)0.0
- Actionable assets64,679,830.0
- Accounts (total)429.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM7,096,814.0
- HNW AUM57,583,016.0