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)157,397,172.0
- RAUM (discretionary)157,397,172.0
- Actionable assets121,852,187.0
- Accounts (total)481.0
Institutional Clients
- Government AUM0.0
- Pension AUM9,688,929.0
- Charitable AUM1,245,930.0
- HNW AUM110,916,789.0