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)2,746,167,726.0
- RAUM (discretionary)2,729,091,391.0
- Actionable assets2,685,157,758.0
- Accounts (total)1,299.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM131,081,456.0
- HNW AUM2,530,464,562.0