INTELLICENTS INVESTMENT SOLUTIONS I

22 known aliases resolved via the canonical alias map

Market position · 2024

Plans served91+7 YoYRank #212 of mapped providers

Assets under administration$7.9B0.0%Market share · rank #1428

Fees received$3MMedian $18,307/planSum across Schedule C direct + indirect

Net wins YoY+815 won · 7 lostPlan-level switch detection

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