DAVID ROMANO

126 known aliases resolved via the canonical alias map

Market position · 2024

Plans served38Rank #452 of mapped providers

Assets under administration$12.8B0.0%Market share · rank #972

Fees received$2MMedian $33,658/planSum across Schedule C direct + indirect

Net wins YoY-18 won · 9 lostPlan-level switch detection

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