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)2,409,759,253.0
- RAUM (discretionary)2,409,759,253.0
- Actionable assets388,093,067.0
- Accounts (total)14,148.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM5,564,012.0
- HNW AUM327,851,441.0