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)18,911,094,941.0
- RAUM (discretionary)18,181,710,279.0
- Actionable assets283,086,982.0
- Accounts (total)123.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM1,301,318.0