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)26,689,655,040.0
- RAUM (discretionary)26,689,655,040.0
- Actionable assets26,689,655,040.0
- Accounts (total)38.0
Institutional Clients
- Government AUM242,701,480.0
- Pension AUM110,804,224.0
- Charitable AUM—
- HNW AUM—