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)2,405,488,420.0
- RAUM (discretionary)2,405,488,420.0
- Actionable assets1,770,548,508.0
- Accounts (total)7,135.0
Institutional Clients
- Government AUM0.0
- Pension AUM953,436,211.0
- Charitable AUM7,315,113.0
- HNW AUM798,491,676.0