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)2,254,300,468.0
- RAUM (discretionary)2,254,300,468.0
- Actionable assets2,159,355,347.0
- Accounts (total)4,238.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM39,367,541.0
- HNW AUM2,092,282,692.0