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)2,606,591,687.0
- RAUM (discretionary)1,039,612,163.0
- Actionable assets2,577,874,636.0
- Accounts (total)293.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM2,575,513,387.0