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)12,005,636,010.0
- RAUM (discretionary)9,761,979,536.0
- Actionable assets12,005,636,010.0
- Accounts (total)6,877.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM103,319,173.0
- HNW AUM11,567,436,837.0