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)3,700,657,096.0
- RAUM (discretionary)731,415,262.0
- Actionable assets3,700,657,096.0
- Accounts (total)236.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM184,763,141.0
- HNW AUM3,479,782,476.0