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)8,379,181,235.0
- RAUM (discretionary)8,232,829,795.0
- Actionable assets4,434,267,223.0
- Accounts (total)19,096.0
Institutional Clients
- Government AUM0.0
- Pension AUM147,969,104.0
- Charitable AUM13,144,910.0
- HNW AUM3,056,122,081.0