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)267,384,088.0
- RAUM (discretionary)267,384,088.0
- Actionable assets123,279,627.0
- Accounts (total)1,761.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM328,234.0
- HNW AUM118,644,256.0