BEARD INVESTMENT SERVICES, INC.

4 known aliases resolved via the canonical alias map

Market position · 2024

Plans served1-1 YoYRank #10842 of mapped providers

Assets under administration$28M0.0%Market share · rank #9063

Fees received$54,844Median $54,844/planSum across Schedule C direct + indirect

Net wins YoY-10 won · 1 lostPlan-level switch detection

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