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)39,203,992,919.0
- RAUM (discretionary)39,157,758,064.0
- Actionable assets38,846,298,722.0
- Accounts (total)143.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM2,451,105,124.0
- HNW AUM—