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)12,599,503,777.0
- RAUM (discretionary)12,599,503,777.0
- Actionable assets12,599,503,777.0
- Accounts (total)6,791.0
Institutional Clients
- Government AUM188,991,449.0
- Pension AUM62,082,258.0
- Charitable AUM207,450,700.0
- HNW AUM9,149,780,666.0