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)8,361,452,376.0
- RAUM (discretionary)7,976,639,903.0
- Actionable assets3,380,318,436.0
- Accounts (total)231.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM9,717,538.0
- HNW AUM3,370,600,898.0