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)192,887,451.0
- RAUM (discretionary)192,887,451.0
- Actionable assets136,298,785.0
- Accounts (total)611.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM212,939.0
- HNW AUM136,085,846.0