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)76,657,102,013.0
- RAUM (discretionary)75,508,794,585.0
- Actionable assets76,641,842,644.0
- Accounts (total)210.0
Institutional Clients
- Government AUM109,125,087.0
- Pension AUM463,899,026.0
- Charitable AUM0.0
- HNW AUM0.0