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)6,298,397,792.0
- RAUM (discretionary)6,246,337,637.0
- Actionable assets4,796,242,263.0
- Accounts (total)13,529.0
Institutional Clients
- Government AUM—
- Pension AUM0.0
- Charitable AUM—
- HNW AUM4,796,242,263.0