FINANCIAL MANAGEMENT PROFESSIONALS

1 known alias resolved via the canonical alias map

Market position · 2024

Plans served1Rank #6999 of mapped providers

Assets under administration$27M0.0%Market share · rank #9233

Fees received$33,786Median $33,786/planSum across Schedule C direct + indirect

Net wins YoY+00 won · 0 lostPlan-level switch detection

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