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)2,465,103,235.0
- RAUM (discretionary)2,465,103,235.0
- Actionable assets1,523,376,177.0
- Accounts (total)4,563.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM10,491,353.0
- HNW AUM655,980,348.0