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)12,283,274,750.0
- RAUM (discretionary)11,244,289,231.0
- Actionable assets12,283,274,750.0
- Accounts (total)36.0
Institutional Clients
- Government AUM686,249,599.0
- Pension AUM—
- Charitable AUM—
- HNW AUM—