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)1,470,401,278.0
- RAUM (discretionary)1,470,401,278.0
- Actionable assets1,251,571,441.0
- Accounts (total)2,652.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM758,919.0
- HNW AUM1,214,292,808.0