CAP FINANCIAL PARTNERS, LLC

34 known aliases resolved via the canonical alias map

Market position · 2024

Plans served98+12 YoYRank #197 of mapped providers

Assets under administration$27.0B0.0%Market share · rank #451

Fees received$4MMedian $37,718/planSum across Schedule C direct + indirect

Net wins YoY+1741 won · 24 lostPlan-level switch detection

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