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)3,715,189,973.0
- RAUM (discretionary)3,402,826,614.0
- Actionable assets3,611,872,523.0
- Accounts (total)4,848.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM10,314,974.0
- HNW AUM3,601,557,549.0