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)2,406,792,590.0
- RAUM (discretionary)2,406,792,590.0
- Actionable assets1,809,059,817.0
- Accounts (total)1,969.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM95,135,132.0