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)14,235,704,460.0
- RAUM (discretionary)14,235,704,460.0
- Actionable assets14,235,704,460.0
- Accounts (total)131.0
Institutional Clients
- Government AUM136,059,522.0
- Pension AUM366,995,442.0
- Charitable AUM50,692,633.0
- HNW AUM—