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)3,880,425,697.0
- RAUM (discretionary)3,836,199,611.0
- Actionable assets3,854,990,794.0
- Accounts (total)2,055.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM661,426,965.0
- HNW AUM3,193,563,829.0