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)3,026,637,539.0
- RAUM (discretionary)2,992,028,283.0
- Actionable assets2,756,918,717.0
- Accounts (total)4,786.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM2,756,918,717.0