GRASSI & CO

23 known aliases resolved via the canonical alias map

Market position · 2024

Plans served15+3 YoYRank #897 of mapped providers

Assets under administration$2.9B0.0%Market share · rank #2387

Fees received$492,494Median $20,293/planSum across Schedule C direct + indirect

Net wins YoY+45 won · 1 lostPlan-level switch detection

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