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)2,321,889,366.0
- RAUM (discretionary)2,072,114,588.0
- Actionable assets2,058,295,124.0
- Accounts (total)638.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM2,058,295,124.0