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)3,099,485,703.0
- RAUM (discretionary)3,089,639,811.0
- Actionable assets3,003,606,548.0
- Accounts (total)24.0
Institutional Clients
- Government AUM310,013,736.0
- Pension AUM233,256,984.0
- Charitable AUM15,068,337.0
- HNW AUM25,131,580.0