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)19,475,967,246.0
- RAUM (discretionary)11,978,768,948.0
- Actionable assets19,475,967,246.0
- Accounts (total)38.0
Institutional Clients
- Government AUM1,745,644,039.0
- Pension AUM—
- Charitable AUM—
- HNW AUM—