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)5,822,615,954.0
- RAUM (discretionary)5,822,603,448.0
- Actionable assets5,500,732,785.0
- Accounts (total)1,292.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM288,876,739.0
- HNW AUM4,901,678,147.0