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)644,418,641.0
- RAUM (discretionary)642,994,670.0
- Actionable assets541,486,139.0
- Accounts (total)1,978.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM2,796,746.0
- HNW AUM538,689,393.0