EXPAND FINANCIAL

4 known aliases resolved via the canonical alias map

Market position · 2024

Plans served16+5 YoYRank #1093 of mapped providers

Assets under administration$470M0.0%Market share · rank #5321

Fees received$328,129Median $13,914/planSum across Schedule C direct + indirect

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

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