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)54,198,104,271.0
- RAUM (discretionary)54,198,104,271.0
- Actionable assets52,065,979,266.0
- Accounts (total)103.0
Institutional Clients
- Government AUM—
- Pension AUM1,330,714,753.0
- Charitable AUM—
- HNW AUM—