HERITAGE INVESTMENT GROUP

1 known alias resolved via the canonical alias map

Market position · 2024

Plans served2Rank #3868 of mapped providers

Assets under administration$2.6B0.0%Market share · rank #2880

Fees received$25,484Median $12,742/planSum across Schedule C direct + indirect

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

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