CONSOLIDATED FINANCIAL MANAGEMENT

18 known aliases resolved via the canonical alias map

Market position · 2024

Plans served14+1 YoYRank #953 of mapped providers

Assets under administration$7.1B0.0%Market share · rank #1151

Fees received$830,254Median $40,956/planSum across Schedule C direct + indirect

Net wins YoY+22 won · 0 lostPlan-level switch detection

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