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)3,824,876,751.0
- RAUM (discretionary)2,185,481,079.0
- Actionable assets985,970,511.0
- Accounts (total)11,979.0
Institutional Clients
- Government AUM—
- Pension AUM0.0
- Charitable AUM—
- HNW AUM985,970,511.0