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)2,238,868,684.0
- RAUM (discretionary)60,610,975.0
- Actionable assets2,237,450,097.0
- Accounts (total)118.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM508,663,421.0
- HNW AUM1,728,786,676.0