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COLTON GROOME FINANCIAL ADVISORS

9 known aliases resolved via the canonical alias map

Market position · 2024

Plans served19-1 YoYRank #791 of mapped providers
Assets under administration$2.4B0.0%Market share · rank #2842
Fees received$503,713Median $23,781/planSum across Schedule C direct + indirect
Net wins YoY-12 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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