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)1,882,191,054.0
- RAUM (discretionary)1,882,191,054.0
- Actionable assets1,461,677,591.0
- Accounts (total)8,148.0
Institutional Clients
- Government AUM1,305,609,694.0
- Pension AUM—
- Charitable AUM—
- HNW AUM75,264,242.0