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)2,578,025,744.0
- RAUM (discretionary)2,500,080,575.0
- Actionable assets2,555,186,831.0
- Accounts (total)1,059.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM217,926,606.0
- HNW AUM2,286,715,173.0