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)1,598,774,979.0
- RAUM (discretionary)1,591,840,327.0
- Actionable assets1,269,693,595.0
- Accounts (total)3,849.0
Institutional Clients
- Government AUM0.0
- Pension AUM15,362,197.0
- Charitable AUM1,072,109.0
- HNW AUM1,250,132,881.0