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)1,792,287,557.0
- RAUM (discretionary)1,735,113,690.0
- Actionable assets1,657,195,491.0
- Accounts (total)3,320.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM71,185,233.0
- HNW AUM1,576,514,885.0