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)141,773,703,254.0
- RAUM (discretionary)136,991,552,499.0
- Actionable assets141,035,260,078.0
- Accounts (total)19,662.0
Institutional Clients
- Government AUM65,716,032.0
- Pension AUM11,569,242,990.0
- Charitable AUM13,516,256,065.0
- HNW AUM1,351,755,939.0