ASSET STRATEGY CONSULTANTS

39 known aliases resolved via the canonical alias map

Market position · 2024

Plans served22-14 YoYRank #715 of mapped providers

Assets under administration$10.2B0.0%Market share · rank #1196

Fees received$1MMedian $53,640/planSum across Schedule C direct + indirect

Net wins YoY-141 won · 15 lostPlan-level switch detection

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