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)4,567,546,731.0
- RAUM (discretionary)4,451,862,837.0
- Actionable assets4,519,890,472.0
- Accounts (total)1,623.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,296,909,019.0
- HNW AUM2,746,391,792.0