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)7,637,388,860.0
- RAUM (discretionary)7,637,388,860.0
- Actionable assets7,540,163,482.0
- Accounts (total)174.0
Institutional Clients
- Government AUM201,908,409.0
- Pension AUM1,569,514,506.0
- Charitable AUM0.0
- HNW AUM113,349,689.0