INVESTMENT RESEARCH & ADVISORY GROU

24 known aliases resolved via the canonical alias map

Market position · 2024

Plans served22-1 YoYRank #694 of mapped providers

Assets under administration$2.9B0.0%Market share · rank #2375

Fees received$687,692Median $31,276/planSum across Schedule C direct + indirect

Net wins YoY-14 won · 5 lostPlan-level switch detection

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