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)11,237,215,945.0
- RAUM (discretionary)11,237,215,945.0
- Actionable assets11,120,933,097.0
- Accounts (total)994.0
Institutional Clients
- Government AUM59,827,275.0
- Pension AUM352,328,670.0
- Charitable AUM1,734,630.0
- HNW AUM585,553,510.0