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)1,616,062,636.0
- RAUM (discretionary)1,607,912,847.0
- Actionable assets1,525,118,503.0
- Accounts (total)1,515.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM71,449,738.0
- HNW AUM990,882,688.0