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)2,281,912,091.0
- RAUM (discretionary)2,166,154,134.0
- Actionable assets2,088,818,328.0
- Accounts (total)3,368.0
Institutional Clients
- Government AUM0.0
- Pension AUM453,799,024.0
- Charitable AUM36,944,859.0
- HNW AUM1,424,816,637.0