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)30,899,948,758.0
- RAUM (discretionary)30,899,948,758.0
- Actionable assets30,899,948,758.0
- Accounts (total)123.0
Institutional Clients
- Government AUM1,233,594,921.0
- Pension AUM531,756,410.0
- Charitable AUM169,513,922.0
- HNW AUM41,867,749.0