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)2,110,686,366.0
- RAUM (discretionary)2,110,686,366.0
- Actionable assets2,074,745,989.0
- Accounts (total)1,263.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM18,310,320.0
- HNW AUM2,015,848,398.0