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)3,232,347,470.0
- RAUM (discretionary)3,232,347,470.0
- Actionable assets3,011,124,325.0
- Accounts (total)2,588.0
Institutional Clients
- Government AUM—
- Pension AUM27,311,002.0
- Charitable AUM—
- HNW AUM1,049,478,118.0