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)6,344,121,382.0
- RAUM (discretionary)6,344,121,382.0
- Actionable assets700,107,040.0
- Accounts (total)37,298.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM39,156,531.0
- HNW AUM614,595,140.0