CONSOLIDATED PORTFOLIO REVIEW CORP

3 known aliases resolved via the canonical alias map

Market position · 2024

Plans served3Rank #3177 of mapped providers

Assets under administration$29M0.0%Market share · rank #9014

Fees received$52,500Median $12,500/planSum across Schedule C direct + indirect

Net wins YoY+33 won · 0 lostPlan-level switch detection

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