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)3,764,311,936.0
- RAUM (discretionary)3,753,655,801.0
- Actionable assets3,560,050,005.0
- Accounts (total)3,304.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM24,192,200.0
- HNW AUM3,488,949,150.0