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)5,823,154,458.0
- RAUM (discretionary)1,918,499,984.0
- Actionable assets5,788,409,614.0
- Accounts (total)1,842.0
Institutional Clients
- Government AUM—
- Pension AUM3,849,330.0
- Charitable AUM2,405,235,010.0
- HNW AUM3,267,009,570.0