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)66,394,985,450.0
- RAUM (discretionary)65,637,943,855.0
- Actionable assets66,394,985,450.0
- Accounts (total)49.0
Institutional Clients
- Government AUM84,326,512.0
- Pension AUM0.0
- Charitable AUM0.0
- HNW AUM0.0