CLEARY, JOSEM & TRIGIANI LLP

25 known aliases resolved via the canonical alias map

Market position · 2024

Plans served27+1 YoYRank #619 of mapped providers

Assets under administration$9.6B0.0%Market share · rank #1182

Fees received$1MMedian $30,844/planSum across Schedule C direct + indirect

Net wins YoY-12 won · 3 lostPlan-level switch detection

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