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)2,246,856,073.0
- RAUM (discretionary)2,226,244,376.0
- Actionable assets2,045,562,074.0
- Accounts (total)4,840.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM2,045,562,074.0