INDEPENDENT RETIREMENT CONSULTING

4 known aliases resolved via the canonical alias map

Market position · 2024

Plans served13Rank #1075 of mapped providers

Assets under administration$228M0.0%Market share · rank #6166

Fees received$131,358Median $7,971/planSum across Schedule C direct + indirect

Net wins YoY+04 won · 4 lostPlan-level switch detection

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