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)4,088,303,397.0
- RAUM (discretionary)4,028,673,914.0
- Actionable assets4,088,303,397.0
- Accounts (total)189.0
Institutional Clients
- Government AUM2,624,119,387.0
- Pension AUM99,345,589.0
- Charitable AUM541,934,347.0
- HNW AUM—