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)33,006,871,100.0
- RAUM (discretionary)32,840,598,185.0
- Actionable assets33,006,871,100.0
- Accounts (total)225.0
Institutional Clients
- Government AUM6,444,663,496.0
- Pension AUM5,763,401,231.0
- Charitable AUM495,625,587.0
- HNW AUM604,383,562.0