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)2,019,455,442.0
- RAUM (discretionary)2,019,455,442.0
- Actionable assets1,957,687,035.0
- Accounts (total)712.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM22,600,465.0
- HNW AUM1,242,676,607.0