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)3,996,760,836.0
- RAUM (discretionary)3,996,760,836.0
- Actionable assets3,996,760,836.0
- Accounts (total)47.0
Institutional Clients
- Government AUM1,123,727,681.0
- Pension AUM—
- Charitable AUM442,040,054.0
- HNW AUM4,584,322.0