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)1,716,893,376.0
- RAUM (discretionary)1,599,080,144.0
- Actionable assets1,664,295,969.0
- Accounts (total)1,891.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM1,660,610,773.0