BARCLAY PLANNING GROUP

7 known aliases resolved via the canonical alias map

Market position · 2024

Plans served9-3 YoYRank #1290 of mapped providers

Assets under administration$172M0.0%Market share · rank #6351

Fees received$170,957Median $10,744/planSum across Schedule C direct + indirect

Net wins YoY-21 won · 3 lostPlan-level switch detection

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