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)75,863,757,861.0
- RAUM (discretionary)75,863,757,861.0
- Actionable assets75,863,757,861.0
- Accounts (total)536.0
Institutional Clients
- Government AUM—
- Pension AUM6,963,999,205.0
- Charitable AUM552,301,954.0
- HNW AUM2,738,680,334.0