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)33,775,526,748.0
- RAUM (discretionary)33,304,766,827.0
- Actionable assets21,069,931,790.0
- Accounts (total)124,944.0
Institutional Clients
- Government AUM—
- Pension AUM1,821,447,956.0
- Charitable AUM—
- HNW AUM17,076,036,373.0