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)409,307,148.0
- RAUM (discretionary)409,307,148.0
- Actionable assets405,159,206.0
- Accounts (total)188.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM22,994,588.0
- HNW AUM382,164,618.0