DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Freedom Investment Management, Inc.
Latest filing Feb 4, 2026
First filing on the tape Mar 30, 2012 · 74 filings
SEC status approved since Jan 8, 2008
RAUM
$569M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
52%
$296M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$190M
derived; firm RAUM over IAPD count
Employees
9
6 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
0
reported on Schedule D
History
74 filings and snapshots on the tape
RAUM$569M as of Feb 4, 2026
Mar 30, 2012$259M then
HNW client RAUM$203M as of Feb 4, 2026
Mar 29, 2019$124M then
State-registered IARs (5.B.3)6 as of Feb 4, 2026
Apr 1, 20132 then
Employees (5.A)9 as of Feb 4, 2026
Apr 1, 201338 then
Private funds: no history
RAUM -74% over the last fiscal year-27% a year over threeIARs 12 to 6offices 6 to 4
Practice profile
derived from the filing of Feb 4, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- PE backed · a Schedule A entity owner at 25 percent or more whose exact legal name is a PE fund vehicle or a classified PE sponsor on the DFX private equity graph
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $190MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 162derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.7MderivedHNW RAUM over HNW clients
- Average account
- $614,757derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 48%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.0derivedItem 5.A over advisors
- Advisors per office
- 0.6derived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- -74%derivedbetween the last two annual amendments
- Advisor growth, one year
- -50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -95%derived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, otherreportedItem 5.G
- Wrap fee program
- $23.3MreportedItem 5.I
- Ownership
- a PE fund or sponsor is a 25 percent or greater owner on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- controlled by a public reporting company (10.A)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- State and municipal entities$235M41%
- High-net-worth individuals$203M36%
- Individuals$92.2M16%
- Pension and profit-sharing plans$26.7M4.7%
- Charitable organizations$11.3M2.0%
- Individual clients
- 409reported
- HNW clients
- 76reported
- Pension plan clients
- 29reported
- Charitable clients
- 6reported
- Accounts
- 925reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $23.3M sponsored, $78.1M managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.52 fund_share=0.0 institutional_share=0.48 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| John Arthur O'Connor | South Windsor, Ct | Dec 12, 2023 | 43 y | 5 |
| Brian Edward HawleyChartered Financial Analyst | Shrewsbury, Ma | Jan 30, 2024 | 23 y | 2 |
| Keith Kristan Lindberg | Cranford, Nj | Mar 23, 2026 | 38 y | 2 |
Advisor movement
4 left, 0 joined in 12 months
net -4 in 12 months2 left in 90 days0 joined in 90 daysdeparture rate 133% of current headcount13 left over 36 months
Left, latest
- Scott Kevin Hawley to 3d Advisor Group, Inc.Aug 10, 2026 · RIA to a newly registered adviser
- Daniel William Snyder to 3d Advisor Group, Inc.Jul 20, 2026 · RIA to a newly registered adviser
- James Louis Matt to Ascentis Independent Advisors, LLCDec 16, 2025 · RIA to RIA
- Michael Paul Otterson to Ascentis Independent Advisors, LLCDec 16, 2025 · RIA to RIA
- Donald Raymond Delaria, Jr. to Brookstone Asset Management, LLCJul 31, 2025 · Other
- Parker R Holland to Foundations Investment Advisors LLCJul 31, 2025 · RIA to RIA
- Peter Jose' D'Arruda to Foundations Investment Advisors LLCJul 31, 2025 · RIA to RIA
- Pamela Sue Nevil to Geowealth Management LLCJul 31, 2025 · RIA to RIA
- Peter Alexander Kitzerow to Quincy Wells Advisors, LLCJul 31, 2025 · RIA to RIA
- Joseph J Mooney to Geowealth Management LLCJul 31, 2025 · RIA to RIA
- Michael James Mooney to Geowealth Management LLCJul 31, 2025 · RIA to RIA
- Jonathan Patrick Shiffer to Sagepoint Capital Partners LLCApr 10, 2024 · RIA to a newly registered adviser
- Jesse L Perry to T. Rowe Price Advisory Services, Inc.Jan 31, 2024 · RIA to RIA
- Maria Teresa Aronoff to RBC Rochdale, LLCAug 21, 2023 · RIA to affiliated broker-dealer or bank
- Mark Adam Scanlan to Adhesion Wealth Advisor SolutionsMay 5, 2023 · Other
Joined, latest
- Jesse L Perry from Ip Financial Advisory Services LLCDec 11, 2023 · Affiliated broker-dealer or bank to independent RIA
- John Joseph Kehoe from Main Management, LLCSep 2, 2022 · RIA to RIA
- Peter Alexander Kitzerow from Matson Money, Inc.Apr 9, 2021 · RIA to RIA
- Maria Teresa Aronoff from Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 31, 2020 · Wirehouse to independent RIA
- Alex Paul Sutherland from Ae Wealth Management, LLCMar 7, 2019 · Affiliated broker-dealer or bank to independent RIA
- Jared L Stigall from Hartford FundsFeb 21, 2019 · Other
- William Lavan Graves from Gagni Wealth Management LLCDec 21, 2018 · Other
- Matthew Aaron Acie from LPL Financial LLCSep 25, 2018 · RIA to RIA
- Megan Ellen Morrice from Hip Investor, Inc.Feb 7, 2018 · Other
- Gary Joseph Preisser from USA Financial Securities LLCJun 29, 2017 · Other
- Joseph J Mooney from Assetmark, Inc.Jun 29, 2017 · Other
- Terrence F O'Reilly from Integrity Alliance, LLCMay 25, 2017 · Other
- Brian Richard Raleigh from Brookstone Asset Management, LLCMay 25, 2017 · Other
- Kurtis Nolan from Prosperity Capital Group, Inc.Feb 10, 2017 · Other
- Peter Jose' D'Arruda from Payne Capital Management, LLCAug 23, 2016 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Geowealth Management LLCJul 31, 2025 · South Windsor, Ct
- 2 left for Carroll Financial Associates IncDec 31, 2018 · South Windsor, Ct
- 2 left for Presley Wealth Management, LLCNov 29, 2016 · Denham Springs, La
- 3 left for Epstein And White Financial LLCSep 14, 2016 · San Diego, Ca
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Mark Steven Daignault · Chief Financial Officercontrolsince 04/2022 · owns less than 5%
- Philip Robert Herrmann · Chief Executive Officercontrolsince 05/2020 · owns less than 5%
- Bhalchandra Kevin Bhatt · Shareholdercontrolsince 02/2016 · owns 25% to 50% of Long Ridge Equity Partners, LLC
- Gerard James Brown · Shareholdercontrolsince 02/2016 · owns 25% to 50% of Long Ridge Equity Partners, LLC
- Max Jeffrey Cohen · Trustee, Eh Series A Preferred Revocable Trustcontrolsince 03/2020 · owns F of Eh Series A Preferred Revocable Trust
- Robert William Nelson · Shareholdercontrolsince 07/2018 · owns 25% to 50% of Eqis Common Holdco, LLC
- Christopher Scott Winters · Shareholdercontrolsince 07/2018 · owns 25% to 50% of Eqis Common Holdco, LLC
- Thomas Andrew Lucich · Chief Compliance Officersince 08/2022 · owns less than 5%
Entity owners
- Freedom Advisors Group Intermediate Holdings, LLC · Limited Liability Companydirect · owns 75% or more
- Eh Series A Preferred Revocable Trust · Shareholder, Series A Convertible Preferred Stockindirect · owns 50% to 75% of Eqis Holding, Inc.
- Eqis Common Holdco, LLC · Shareholder, Common Stockindirect · owns 50% to 75% of Eqis Holding, Inc.
- Eqis Holding, Inc. · Shareholderindirect · owns 75% or more of Freedom Advisors Group LLC
- Freedom Advisors Group LLC · Shareholderindirect · owns 75% or more of Freedom Advisors Group Intermediate Holdings, LLC
- Long Ridge Equity Partners · Voter, Common Stock Through Lrech Special Member, LLCindirect · owns F of Eqis Holding, Inc.
- Long Ridge Equity Partners I, L.P. · Shareholder, Series B Convertible Preferred Stockindirect · owns 50% to 75% of Eqis Holding, Inc.
- Long Ridge Equity Partners I, L.P. · Shareholderindirect · owns 75% or more of Eqis Common Holdco, LLC
- Long Ridge Equity Partners, LLC · General Partnerindirect · owns F of Long Ridge Equity Partners I, L.P.
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| South Windsor, Ct · principal | 3 | 1 | 1 | ||
| Charlotte, Nc | 0 | 0 | 0 | ||
| Colorado Springs, Co | 0 | 0 | 0 | ||
| Fuquay Varina, Nc | 0 | 0 | 0 | ||
| Highlands Ranch, Co | 0 | 0 | 0 | ||
| Queen Creek, Az | 0 | 0 | 0 | ||
| Littleton, Ma | 0 | 0 | 1 | ||
| Hopkinton, Ma | 0 | 0 | 1 | ||
| Apex, Nc | 0 | 0 | 0 | ||
| Scottsdale, Az | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
9 against comparable advisers; where to look, not conclusions
- wealth to institutional shiftCombination · filing Feb 4, 2026private-client share fell 15 points or more while institutional share rose 15 points or more. RAUM $2,146,636,045 to $568,650,228, advisors 12 to 6, private clients 9090 to 485, offices 6 to 4 (2025-03-31 to 2026-02-04)peers: independent wealth managers, $500M to $1B (1,483)
- clients down average size upCombination · filing Feb 4, 2026private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $2,146,636,045 to $568,650,228, advisors 12 to 6, private clients 9090 to 485, offices 6 to 4 (2025-03-31 to 2026-02-04)peers: independent wealth managers, $500M to $1B (1,483)
- advisor count dropChange between filings · filing Feb 4, 2026advisory representatives (Item 5.B.3) moved from 12.0 to 6.0 (-50.0%) between the annual amendments of 2025-03-31 and 2026-02-04; the peer median change was 0.0% (795 comparable advisers, 1.0th percentile of changes)peers: independent wealth managers, $500M to $1B (795) · 0.9% percentile
- client count collapseChange between filings · filing Feb 4, 2026individual and HNW clients (Item 5.D) moved from 9,090.0 to 485.0 (-95.0%) between the annual amendments of 2025-03-31 and 2026-02-04; the peer median change was +5.0% (1216 comparable advisers, 0.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,216) · 0.0% percentile
- client mix shiftChange between filings · filing Feb 4, 2026private-client share of RAUM moved from 82.0% to 52.0% between the annual amendments of 2025-03-31 and 2026-02-04peers: independent wealth managers, $500M to $1B (1,483)
- employee count dropChange between filings · filing Feb 4, 2026employees (Item 5.A) moved from 40.0 to 9.0 (-78.0%) between the annual amendments of 2025-03-31 and 2026-02-04; the peer median change was 0.0% (596 comparable advisers, 0.0th percentile of changes)peers: independent wealth managers, $500M to $1B (596) · 0.0% percentile
- institutional asset share shiftChange between filings · filing Feb 4, 2026institutional share of RAUM moved from 18.0% to 48.0% between the annual amendments of 2025-03-31 and 2026-02-04peers: independent wealth managers, $500M to $1B (1,483)
- RAUM down 50 %Change between filings · filing Feb 4, 2026RAUM (Item 5.F) moved from $2,146,636,045 to $568,650,228 (-74.0%) between the annual amendments of 2025-03-31 and 2026-02-04; the peer median change was +16.0% (1386 comparable advisers, 0.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,386) · 0.0% percentile
- account count collapseChange between filings · filing Feb 4, 2026accounts (Item 5.F.2.f) moved from 11,770.0 to 925.0 (-92.0%) between the annual amendments of 2025-03-31 and 2026-02-04; the peer median change was +6.0% (1256 comparable advisers, 0.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,256) · 0.0% percentile
What changed
consecutive filings, newest first
- Accounts · 1,236 to 925Jan 2, 2026 to Feb 4, 2026
- Charity clients · 8 to 6Jan 2, 2026 to Feb 4, 2026
- HNW clients · 88 to 76Jan 2, 2026 to Feb 4, 2026
- Individual clients · 480 to 409Jan 2, 2026 to Feb 4, 2026
- Pension plan clients · 31 to 29Jan 2, 2026 to Feb 4, 2026
- Discretionary RAUM · $606M to $569MJan 2, 2026 to Feb 4, 2026
- HNW RAUM · $114M to $203MJan 2, 2026 to Feb 4, 2026
- Individual RAUM · $221M to $92.2MJan 2, 2026 to Feb 4, 2026
- Pension RAUM · $29.3M to $26.7MJan 2, 2026 to Feb 4, 2026
- RAUM · $606M to $569MJan 2, 2026 to Feb 4, 2026
- Wrap assets (manager) · $10.4M to $78.1MJan 2, 2026 to Feb 4, 2026
- Wrap assets (sponsor) · $27.4M to $23.3MJan 2, 2026 to Feb 4, 2026
- Advisory employees · 8 to 6Dec 8, 2025 to Jan 2, 2026
- Employees · 11 to 9Dec 8, 2025 to Jan 2, 2026
- HQ city · HARTFORD to SOUTH WINDSORDec 8, 2025 to Jan 2, 2026
- State-registered IARs · 8 to 6Dec 8, 2025 to Jan 2, 2026
- Other offices · 6 to 4Dec 8, 2025 to Jan 2, 2026
- Accounts · 11,770 to 1,236Mar 31, 2025 to Oct 3, 2025
- Advisory employees · 11 to 8Mar 31, 2025 to Oct 3, 2025
- Advisory activities · 7 to 5Mar 31, 2025 to Oct 3, 2025
- Charity clients · 17 to 8Mar 31, 2025 to Oct 3, 2025
- Corporate clients · 42.0 to unsetMar 31, 2025 to Oct 3, 2025
- HNW clients · 431 to 88Mar 31, 2025 to Oct 3, 2025
- Individual clients · 8,659 to 480Mar 31, 2025 to Oct 3, 2025
- Pension plan clients · 175 to 31Mar 31, 2025 to Oct 3, 2025
- Employees · 40 to 11Mar 31, 2025 to Oct 3, 2025
- Insurance-licensed employees · 1 to 0Mar 31, 2025 to Oct 3, 2025
- Financial planning clients · 0 to 0Mar 31, 2025 to Oct 3, 2025
- State-registered IARs · 12 to 8Mar 31, 2025 to Oct 3, 2025
- Discretionary RAUM · $2.0B to $606MMar 31, 2025 to Oct 3, 2025
- HNW RAUM · $686M to $114MMar 31, 2025 to Oct 3, 2025
- Individual RAUM · $1.1B to $221MMar 31, 2025 to Oct 3, 2025
- Non-discretionary RAUM · $157M to $0Mar 31, 2025 to Oct 3, 2025
- Pension RAUM · $161M to $29.3MMar 31, 2025 to Oct 3, 2025
- Pooled vehicle RAUM · unset to 0.0Mar 31, 2025 to Oct 3, 2025
- RAUM · $2.1B to $606MMar 31, 2025 to Oct 3, 2025
- Wrap assets (sponsor) · $0 to $27.4MMar 31, 2025 to Oct 3, 2025
- Accounts · 13,073 to 11,770Oct 22, 2024 to Mar 31, 2025
- Advisory employees · 10 to 11Oct 22, 2024 to Mar 31, 2025
- Charity clients · 6 to 17Oct 22, 2024 to Mar 31, 2025
Signals
34 dated events
- Scott Kevin Hawley left Freedom Investment Management, Inc. for 3D Advisor Group, Inc. (registered 2026-08-07)Aug 10, 2026 · Advisor changed firm · fact
- Daniel William Snyder left Freedom Investment Management, Inc. for 3D Advisor Group, Inc. (registered 2026-07-17)Jul 20, 2026 · Advisor changed firm · fact
- James Louis Matt left Freedom Investment Management, Inc. for Ascentis Independent Advisors, Llc (registered 2026-01-08)Dec 16, 2025 · Advisor changed firm · fact
- Michael Paul Otterson left Freedom Investment Management, Inc. for Ascentis Independent Advisors, Llc (registered 2026-01-08)Dec 16, 2025 · Advisor changed firm · fact
- Freedom Investment Management, Inc. reported RAUM $605.5M, down 72% from $2.1B (2025-03-31 to 2025-10-03)Oct 3, 2025 · RAUM change · derived
- Joseph J Mooney left Freedom Investment Management, Inc. for Geowealth Management Llc (registered 2025-09-29)Jul 31, 2025 · Advisor changed firm · fact
- Parker R Holland left Freedom Investment Management, Inc. for Foundations Investment Advisors Llc (registered 2018-10-17)Jul 31, 2025 · Advisor changed firm · fact
- Donald Raymond Delaria, Jr. left Freedom Investment Management, Inc. for Brookstone Asset Management, Llc (registered 2015-10-23)Jul 31, 2025 · Advisor changed firm · fact
- Pamela Sue Nevil left Freedom Investment Management, Inc. for Geowealth Management Llc (registered 2025-10-23)Jul 31, 2025 · Advisor changed firm · fact
- Peter Alexander Kitzerow left Freedom Investment Management, Inc. for Quincy Wells Advisors, Llc (registered 2025-08-08)Jul 31, 2025 · Advisor changed firm · fact
- Michael James Mooney left Freedom Investment Management, Inc. for Geowealth Management Llc (registered 2025-10-28)Jul 31, 2025 · Advisor changed firm · fact
- Peter Jose' D'Arruda left Freedom Investment Management, Inc. for Foundations Investment Advisors Llc (registered 2018-10-17)Jul 31, 2025 · Advisor changed firm · fact
- Martin Davis Hensley no longer registered at Freedom Investment Management, Inc.; no later IA registration on IAPDJul 31, 2025 · Advisor departure · fact
- 2 advisors left Freedom Investment Management, Inc. (South Windsor, CT) for Geowealth Management LLC on the same dayJul 31, 2025 · Team lift-out · derived
- Jonathan Patrick Shiffer left Freedom Investment Management, Inc. for Sagepoint Capital Partners Llc (registered 2026-04-20)Apr 10, 2024 · Advisor changed firm · fact
- Freedom Investment Management, Inc. reported RAUM $2.0B, up 40% from $1.4B (2023-12-22 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Jesse L Perry left Freedom Investment Management, Inc. for T. Rowe Price Advisory Services, Inc. (registered 2024-03-11)Jan 31, 2024 · Advisor changed firm · fact
- Freedom Investment Management, Inc. reported 7 offices beyond its principal office, up from 0 (2023-10-03 to 2023-12-22)Dec 22, 2023 · Office count change · derived
- Maria Teresa Aronoff left Freedom Investment Management, Inc. for Rbc Rochdale, Llc (registered 2023-05-08)Aug 21, 2023 · Advisor changed firm · fact
- Mark Adam Scanlan left Freedom Investment Management, Inc. for Adhesion Wealth Advisor Solutions (registered 2024-04-09)May 5, 2023 · Advisor changed firm · fact
- John Joseph Kehoe left Freedom Investment Management, Inc. for New Frontier Advisors, Llc (registered 2023-07-26)Dec 8, 2022 · Advisor changed firm · fact
- Jared L Stigall left Freedom Investment Management, Inc. for Virtus Investment Advisers, Llc (registered 2022-10-19)Oct 3, 2022 · Advisor changed firm · fact
- Edward Scott Stevens (Chief Financial Officer) no longer on Schedule A of Freedom Investment Management, Inc. (listed 2022-03-31, absent 2022-06-17)Jun 17, 2022 · Control person left · inference
- Mark Steven Daignault (Chief Financial Officer) appeared on Schedule A of Freedom Investment Management, Inc.Jun 17, 2022 · Control person joined · fact
- Megan Ellen Morrice left Freedom Investment Management, Inc. for Hip Investor, Inc. (registered 2024-04-11)Apr 11, 2022 · Advisor changed firm · fact
- Scott Stevens (Chief Financial Officer) appeared on Schedule A of Freedom Investment Management, Inc.Mar 31, 2021 · Control person joined · fact
- Richard Michael Trott (Chief Financial Officer) no longer on Schedule A of Freedom Investment Management, Inc. (listed 2020-08-24, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Francis Joseph Hunter (President And Coo) no longer on Schedule A of Freedom Investment Management, Inc. (listed 2020-06-30, absent 2020-08-24)Aug 24, 2020 · Control person left · inference
- Philip Robert Herrmann (Chief Executive Officer) appeared on Schedule A of Freedom Investment Management, Inc.Jun 30, 2020 · Control person joined · fact
- Robert William Nelson (Shareholder) appeared on Schedule A of Freedom Investment Management, Inc.Mar 31, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- contact@freedomadvisors.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 860-291-1998reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/freedomadvisorsreportedpublic record, Form ADV, Sep 17, 2026
- Website
- freedomadvisors.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 860-291-1998reportedpublic record, Form ADV, Feb 4, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $190Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026