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)4,526,284,775.0
- RAUM (discretionary)3,739,625,582.0
- Actionable assets4,486,598,863.0
- Accounts (total)2,463.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM28,290,502.0
- HNW AUM4,439,908,361.0