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)11,419,152,238.0
- RAUM (discretionary)11,419,152,238.0
- Actionable assets6,288,526,465.0
- Accounts (total)11,690.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM174,073,224.0
- HNW AUM1,901,030,404.0