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)28,035,873,347.0
- RAUM (discretionary)28,035,873,347.0
- Actionable assets27,404,845,928.0
- Accounts (total)5,592.0
Institutional Clients
- Government AUM44,948,590.0
- Pension AUM60,165,171.0
- Charitable AUM129,538,711.0
- HNW AUM7,070,608.0