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)2,430,649,447.0
- RAUM (discretionary)2,377,291,010.0
- Actionable assets2,429,890,940.0
- Accounts (total)2,177.0
Institutional Clients
- Government AUM—
- Pension AUM25,736,509.0
- Charitable AUM97,079,825.0
- HNW AUM2,113,013,076.0