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)4,237,891,280.0
- RAUM (discretionary)1,924,847,993.0
- Actionable assets2,016,042,469.0
- Accounts (total)10,602.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,763,225.0
- HNW AUM2,014,279,244.0