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)3,382,842,492.0
- RAUM (discretionary)3,382,842,492.0
- Actionable assets2,978,224,133.0
- Accounts (total)17.0
Institutional Clients
- Government AUM—
- Pension AUM2,582,701,420.0
- Charitable AUM—
- HNW AUM—