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)5,445,880,088.0
- RAUM (discretionary)5,359,877,597.0
- Actionable assets4,680,047,038.0
- Accounts (total)3,945.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM308,627,288.0
- HNW AUM3,809,720,341.0