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)25,897,235,362.0
- RAUM (discretionary)1,986,840,920.0
- Actionable assets25,897,235,362.0
- Accounts (total)73.0
Institutional Clients
- Government AUM25,876,783,226.0
- Pension AUM—
- Charitable AUM—
- HNW AUM20,452,136.0