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)3,020,591,233.0
- RAUM (discretionary)2,904,653,154.0
- Actionable assets2,512,752,939.0
- Accounts (total)9,364.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM2,512,752,939.0