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)256,328,000,000.0
- RAUM (discretionary)189,896,000,000.0
- Actionable assets255,880,000,000.0
- Accounts (total)5,033.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM684,000,000.0
- HNW AUM2,323,000,000.0