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)2,622,930,742.0
- RAUM (discretionary)2,489,128,347.0
- Actionable assets2,614,223,339.0
- Accounts (total)1,179.0
Institutional Clients
- Government AUM—
- Pension AUM214,597,101.0
- Charitable AUM673,463,622.0
- HNW AUM1,677,216,289.0