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)390,054,826.0
- RAUM (discretionary)390,054,826.0
- Actionable assets78,111,998.0
- Accounts (total)4,071.0
Institutional Clients
- Government AUM0.0
- Pension AUM23,433,599.0
- Charitable AUM0.0
- HNW AUM54,678,399.0