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)7,555,264,396.0
- RAUM (discretionary)7,525,233,203.0
- Actionable assets7,555,255,849.0
- Accounts (total)323.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM57,456,683.0
- HNW AUM907,904,417.0