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)4,612,312,347.0
- RAUM (discretionary)1,930,219,369.0
- Actionable assets4,612,312,347.0
- Accounts (total)175.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM176,332,204.0
- HNW AUM2,756,704,433.0