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)2,495,119,964.0
- RAUM (discretionary)2,371,146,859.0
- Actionable assets1,713,905,012.0
- Accounts (total)4,597.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM14,353,328.0
- HNW AUM1,689,691,280.0