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)142,602,344,768.0
- RAUM (discretionary)50,609,967,657.0
- Actionable assets139,928,140,801.0
- Accounts (total)38,423.0
Institutional Clients
- Government AUM4,187,615,004.0
- Pension AUM124,937,663,314.0
- Charitable AUM143,946,824.0
- HNW AUM10,086,338,644.0