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)5,012,664,360.0
- RAUM (discretionary)5,012,664,360.0
- Actionable assets3,491,705,592.0
- Accounts (total)2,149.0
Institutional Clients
- Government AUM0.0
- Pension AUM28,989,092.0
- Charitable AUM880,733,924.0
- HNW AUM755,947,813.0