EXCEL SECURITIES & ASSOC., INC.

2 known aliases resolved via the canonical alias map

Market position · 2024

Plans served1-2 YoYRank #10146 of mapped providers

Assets under administration$7M0.0%Market share · rank #10590

Fees received$15,934Median $15,934/planSum across Schedule C direct + indirect

Net wins YoY-20 won · 2 lostPlan-level switch detection

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