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)20,396,395,272.0
- RAUM (discretionary)7,778,058,154.0
- Actionable assets20,396,395,272.0
- Accounts (total)530.0
Institutional Clients
- Government AUM—
- Pension AUM73,367,602.0
- Charitable AUM3,066,579,505.0
- HNW AUM13,503,500,003.0