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)1,008,336,559.0
- RAUM (discretionary)1,008,336,559.0
- Actionable assets939,672,537.0
- Accounts (total)1,032.0
Institutional Clients
- Government AUM0.0
- Pension AUM10,867,049.0
- Charitable AUM23,710,202.0
- HNW AUM891,241,433.0