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)1,219,148,466.0
- RAUM (discretionary)1,210,154,738.0
- Actionable assets1,206,686,954.0
- Accounts (total)366.0
Institutional Clients
- Government AUM—
- Pension AUM863,005,151.0
- Charitable AUM3,629,006.0
- HNW AUM332,206,096.0