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)7,765,245,389.0
- RAUM (discretionary)1,421,680,949.0
- Actionable assets7,765,245,389.0
- Accounts (total)108.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM682,814,426.0
- HNW AUM5,710,940,101.0