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)3,387,124,011.0
- RAUM (discretionary)3,363,051,819.0
- Actionable assets3,272,734,603.0
- Accounts (total)2,296.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM463,945.0
- HNW AUM3,246,730,102.0