INVESTMENT ADVISORY-PLAN

2 known aliases resolved via the canonical alias map

Market position · 2024

Plans served1Rank #9600 of mapped providers

Assets under administration$13M0.0%Market share · rank #10005

Fees received$1,788Median $1,788/planSum across Schedule C direct + indirect

Net wins YoY+00 won · 0 lostPlan-level switch detection

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