BAM ADVISOR SERVICES

6 known aliases resolved via the canonical alias map

Market position · 2024

Plans served17-3 YoYRank #870 of mapped providers

Assets under administration$407M0.0%Market share · rank #5283

Fees received$803,459Median $35,599/planSum across Schedule C direct + indirect

Net wins YoY-31 won · 4 lostPlan-level switch detection

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