CONCIERGE RETIREMENT SERVICES

6 known aliases resolved via the canonical alias map

Market position · 2024

Plans served9+2 YoYRank #1537 of mapped providers

Assets under administration$299M0.0%Market share · rank #6015

Fees received$254,144Median $17,350/planSum across Schedule C direct + indirect

Net wins YoY+12 won · 1 lostPlan-level switch detection

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