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)141,110,380,383.0
- RAUM (discretionary)141,110,380,383.0
- Actionable assets62,235,907,702.0
- Accounts (total)68.0
Institutional Clients
- Government AUM—
- Pension AUM1,202,435,524.0
- Charitable AUM—
- HNW AUM—