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ALEGRIA ASSET MANAGEMENT

1 known alias resolved via the canonical alias map

Market position · 2024

Plans served5Rank #2164 of mapped providers
Assets under administration$63M0.0%Market share · rank #8021
Fees received$124,869Median $13,609/planSum across Schedule C direct + indirect
Net wins YoY+55 won · 0 lostPlan-level switch detection

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