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)4,816,950,669.0
- RAUM (discretionary)4,816,950,669.0
- Actionable assets4,211,198,900.0
- Accounts (total)6,576.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM102,558.0
- HNW AUM66,828,107.0