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)105,236,266.0
- RAUM (discretionary)105,236,266.0
- Actionable assets102,083,037.0
- Accounts (total)50.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM2,089,592.0
- HNW AUM15,392,293.0