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)2,312,300,030.0
- RAUM (discretionary)2,226,443,847.0
- Actionable assets2,299,105,803.0
- Accounts (total)1,198.0
Institutional Clients
- Government AUM—
- Pension AUM1.0
- Charitable AUM86,728,090.0
- HNW AUM1,530,184,451.0