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)174,925,372.0
- RAUM (discretionary)172,976,497.0
- Actionable assets97,634,700.0
- Accounts (total)556.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM4,326,751.0
- HNW AUM91,909,878.0