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)420,002,836.0
- RAUM (discretionary)311,911,843.0
- Actionable assets382,423,801.0
- Accounts (total)951.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM19,685,494.0
- HNW AUM360,342,029.0