CASSELL PLAN AUDITS

8 known aliases resolved via the canonical alias map

Market position · 2024

Plans served14+6 YoYRank #1083 of mapped providers

Assets under administration$783M0.0%Market share · rank #4537

Fees received$116,817Median $8,750/planSum across Schedule C direct + indirect

Net wins YoY+56 won · 1 lostPlan-level switch detection

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