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FALCON STRATEGIC PARTNERS IV

1 known alias resolved via the canonical alias map

Market position · 2024

Plans served1Rank #9512 of mapped providers
Assets under administration$8.9B0.0%Market share · rank #1319
Fees received$5MMedian $5M/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 lostPlan-level switch detection

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Falcon Strategic Partners IV - retirement plan analytics - PlanOptica