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)8,299,028,636.0
- RAUM (discretionary)4,276,747,373.0
- Actionable assets8,184,056,222.0
- Accounts (total)1,841.0
Institutional Clients
- Government AUM1,571,339,526.0
- Pension AUM3,520,392,839.0
- Charitable AUM1,571,154,673.0
- HNW AUM1,188,103,045.0