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)5,233,960,613.0
- RAUM (discretionary)5,233,960,613.0
- Actionable assets5,233,960,613.0
- Accounts (total)454.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM8,179,913.0
- HNW AUM3,314,260,711.0