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)15,302,355,160.0
- RAUM (discretionary)3,982,532,720.0
- Actionable assets15,302,355,160.0
- Accounts (total)112.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM333,790,000.0