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)2,931,323,336.0
- RAUM (discretionary)1,330,408,258.0
- Actionable assets1,422,500,922.0
- Accounts (total)1,288.0
Institutional Clients
- Government AUM—
- Pension AUM7,397,378.0
- Charitable AUM—
- HNW AUM328,595,677.0