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)41,475,064,805.0
- RAUM (discretionary)41,475,064,805.0
- Actionable assets41,475,064,805.0
- Accounts (total)129.0
Institutional Clients
- Government AUM19,263,532,147.0
- Pension AUM5,111,830,323.0
- Charitable AUM300,556,492.0
- HNW AUM—