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FASTEN HALBERSTAM LLP

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Market position · 2024

Plans served4+2 YoYRank #3123 of mapped providers
Assets under administration$35M0.0%Market share · rank #8748
Fees received$63,000Median $14,750/planSum across Schedule C direct + indirect
Net wins YoY+12 won · 1 lostPlan-level switch detection

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