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)1,913,368,545.0
- RAUM (discretionary)1,913,368,545.0
- Actionable assets1,709,215,600.0
- Accounts (total)2,211.0
Institutional Clients
- Government AUM0.0
- Pension AUM25,962,815.0
- Charitable AUM21,540,330.0
- HNW AUM1,661,712,455.0