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)30,803,664,921.0
- RAUM (discretionary)30,803,664,921.0
- Actionable assets30,800,647,897.0
- Accounts (total)155.0
Institutional Clients
- Government AUM7,101,270,876.0
- Pension AUM2,601,415,815.0
- Charitable AUM1,245,874,830.0
- HNW AUM87,373,486.0