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)7,069,365,851.0
- RAUM (discretionary)6,588,293,413.0
- Actionable assets6,588,293,413.0
- Accounts (total)2,174.0
Institutional Clients
- Government AUM0.0
- Pension AUM—
- Charitable AUM7,652,508.0
- HNW AUM1,905,492,985.0