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)3,364,259,268.0
- RAUM (discretionary)3,363,826,124.0
- Actionable assets3,361,427,681.0
- Accounts (total)174.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM217,322,185.0
- HNW AUM3,112,803,202.0