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)6,805,344,144.0
- RAUM (discretionary)6,805,344,144.0
- Actionable assets6,194,915,638.0
- Accounts (total)378.0
Institutional Clients
- Government AUM862,408,473.0
- Pension AUM592,364,836.0
- Charitable AUM200,603,881.0
- HNW AUM969,542,465.0