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)119,214,747.0
- RAUM (discretionary)119,214,747.0
- Actionable assets45,446,374.0
- Accounts (total)820.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM299,635.0
- HNW AUM43,291,051.0