FIRST INTERSTATE WEALTH MANAGEMENT

7 known aliases resolved via the canonical alias map

Market position · 2024

Plans served21-7 YoYRank #586 of mapped providers

Assets under administration$765M0.0%Market share · rank #3992

Fees received$902,983Median $27,242/planSum across Schedule C direct + indirect

Net wins YoY-12 won · 3 lostPlan-level switch detection

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