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)1,756,064,467.0
- RAUM (discretionary)1,756,064,467.0
- Actionable assets1,677,671,921.0
- Accounts (total)2,091.0
Institutional Clients
- Government AUM—
- Pension AUM32,354,874.0
- Charitable AUM6,605,955.0
- HNW AUM1,495,265,055.0