CFS INVESTMENT ADVISORY SERVICES

11 known aliases resolved via the canonical alias map

Market position · 2024

Plans served12-1 YoYRank #1218 of mapped providers

Assets under administration$376M0.0%Market share · rank #6025

Fees received$509,741Median $45,767/planSum across Schedule C direct + indirect

Net wins YoY-20 won · 2 lostPlan-level switch detection

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