HEATHER ROMERI

14 known aliases resolved via the canonical alias map

Market position · 2024

Plans served7-1 YoYRank #1723 of mapped providers

Assets under administration$21.4B0.0%Market share · rank #609

Fees received$515,695Median $52,575/planSum across Schedule C direct + indirect

Net wins YoY-11 won · 2 lostPlan-level switch detection

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