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)143,466,937.0
- RAUM (discretionary)143,466,937.0
- Actionable assets31,180,411.0
- Accounts (total)1,572.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM280,228.0
- HNW AUM29,772,856.0