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)113,162,976,263.0
- RAUM (discretionary)111,227,003,177.0
- Actionable assets112,573,754,543.0
- Accounts (total)1,047.0
Institutional Clients
- Government AUM—
- Pension AUM290,171,280.0
- Charitable AUM25,960,599.0
- HNW AUM—