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)457,468,977,821.0
- RAUM (discretionary)457,174,380,536.0
- Actionable assets454,065,195,128.0
- Accounts (total)13,122.0
Institutional Clients
- Government AUM31,756,460,522.0
- Pension AUM19,080,758,048.0
- Charitable AUM8,336,858,848.0
- HNW AUM3,923,418,757.0