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)3,904,367,607.0
- RAUM (discretionary)3,904,367,607.0
- Actionable assets3,647,638,560.0
- Accounts (total)1,552.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM54,982,793.0
- HNW AUM2,614,810,901.0