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)2,458,325,732.0
- RAUM (discretionary)2,458,325,732.0
- Actionable assets2,458,005,313.0
- Accounts (total)47.0
Institutional Clients
- Government AUM227,343,233.0
- Pension AUM166,961,486.0
- Charitable AUM11,769,065.0
- HNW AUM—