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)3,100,176,318.0
- RAUM (discretionary)2,994,636,208.0
- Actionable assets2,760,083,933.0
- Accounts (total)4,732.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM11,076,157.0
- HNW AUM2,749,007,776.0