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)1,200,435,021.0
- RAUM (discretionary)1,022,103,138.0
- Actionable assets1,167,322,808.0
- Accounts (total)1,870.0
Institutional Clients
- Government AUM—
- Pension AUM15,038,993.0
- Charitable AUM35,469,043.0
- HNW AUM905,292,198.0