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)17,499,525,490.0
- RAUM (discretionary)7,118,962,496.0
- Actionable assets9,118,565,604.0
- Accounts (total)48,940.0
Institutional Clients
- Government AUM—
- Pension AUM5,274,388.0
- Charitable AUM—
- HNW AUM8,848,061,992.0