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)5,065,457,259.0
- RAUM (discretionary)1,505,936,681.0
- Actionable assets1,646,693,767.0
- Accounts (total)2,813.0
Institutional Clients
- Government AUM169,745,231.0
- Pension AUM231,699,746.0
- Charitable AUM136,767,543.0
- HNW AUM859,732,286.0