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)43,374,626,309.0
- RAUM (discretionary)41,290,676,791.0
- Actionable assets43,374,626,309.0
- Accounts (total)35.0
Institutional Clients
- Government AUM—
- Pension AUM2,089,147,307.0
- Charitable AUM—
- HNW AUM—