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)4,068,716,711.0
- RAUM (discretionary)0.0
- Actionable assets4,068,716,711.0
- Accounts (total)76.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM268,148,965.0
- HNW AUM3,800,567,746.0