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)5,548,153,000.0
- RAUM (discretionary)111,964,000.0
- Actionable assets4,852,041,000.0
- Accounts (total)207.0
Institutional Clients
- Government AUM3,080,152,000.0
- Pension AUM4,497,000.0
- Charitable AUM188,565,000.0
- HNW AUM1,540,792,000.0