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)143,416,430,435.0
- RAUM (discretionary)38,525,514,940.0
- Actionable assets140,710,303,083.0
- Accounts (total)30,235.0
Institutional Clients
- Government AUM—
- Pension AUM135,034,602,080.0
- Charitable AUM105,072,696.0
- HNW AUM5,353,079,533.0