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)19,390,397,988.0
- RAUM (discretionary)1,760,875,564.0
- Actionable assets19,158,409,374.0
- Accounts (total)157.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM55,434,200.0
- HNW AUM17,374,850,946.0