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)1,146,358,881.0
- RAUM (discretionary)1,129,186,773.0
- Actionable assets1,138,513,428.0
- Accounts (total)413.0
Institutional Clients
- Government AUM0.0
- Pension AUM219,378,328.0
- Charitable AUM0.0
- HNW AUM906,854,239.0