INCOME RESEARCH & MANAGEMENT

41 known aliases resolved via the canonical alias map

Market position · 2024

Plans served95+5 YoYRank #213 of mapped providers

Assets under administration$91.1B0.1%Market share · rank #160

Fees received$16MMedian $116,115/planSum across Schedule C direct + indirect

Net wins YoY+29 won · 7 lostPlan-level switch detection

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