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)148,611,560.0
- RAUM (discretionary)148,611,560.0
- Actionable assets78,005,597.0
- Accounts (total)605.0
Institutional Clients
- Government AUM0.0
- Pension AUM14,758,565.0
- Charitable AUM0.0
- HNW AUM63,247,032.0