HOWARD SIMON & ASSOCIATES, INC.

40 known aliases resolved via the canonical alias map

Market position · 2024

Plans served34-12 YoYRank #453 of mapped providers

Assets under administration$875M0.0%Market share · rank #4190

Fees received$734,240Median $10,184/planSum across Schedule C direct + indirect

Net wins YoY-106 won · 16 lostPlan-level switch detection

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