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)1,641,225,754.0
- RAUM (discretionary)1,641,225,754.0
- Actionable assets1,465,724,947.0
- Accounts (total)850.0
Institutional Clients
- Government AUM—
- Pension AUM92,277,158.0
- Charitable AUM1,289,538.0
- HNW AUM1,372,158,251.0