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)7,336,108,151.0
- RAUM (discretionary)2,368,986,184.0
- Actionable assets901,661,583.0
- Accounts (total)38,049.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM851,003,747.0