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)1,731,276,641.0
- RAUM (discretionary)1,730,550,355.0
- Actionable assets1,242,525,691.0
- Accounts (total)2,152.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM2,348,236.0
- HNW AUM1,238,249,570.0