Filings through .
Independent Advis.
Matched across 2 name variants in the filings
Analytics
Market position · 2024
Plans served1Rank #5520 of mapped providers
Assets under administration$24M0.0%Rank #9911 by share of filed assets
Fees received$49,543Median $49,543/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection
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