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HOLTHHOUSE CARLIN & VAN TRIGT

2 known aliases resolved via the canonical alias map

Market position · 2024

Plans served1Rank #6838 of mapped providers
Assets under administration$45M0.0%Market share · rank #8392
Fees received$15,000Median $15,000/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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