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)3,851,404,976.0
- RAUM (discretionary)1,228,784,451.0
- Actionable assets2,183,198,153.0
- Accounts (total)2,038.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM32,781,808.0
- HNW AUM1,938,678,592.0