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)3,379,250,013.0
- RAUM (discretionary)3,379,250,013.0
- Actionable assets3,031,901,339.0
- Accounts (total)739.0
Institutional Clients
- Government AUM18,676,153.0
- Pension AUM0.0
- Charitable AUM0.0
- HNW AUM0.0