CSM&D

5 known aliases resolved via the canonical alias map

Market position · 2024

Plans served8+5 YoYRank #1826 of mapped providers

Assets under administration$821M0.0%Market share · rank #5791

Fees received$162,816Median $15,666/planSum across Schedule C direct + indirect

Net wins YoY+34 won · 1 lostPlan-level switch detection

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