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JACOB, HAXTON & BOORD, LLC

6 known aliases resolved via the canonical alias map

Market position · 2024

Plans served6+2 YoYRank #1878 of mapped providers
Assets under administration$8.2B0.0%Market share · rank #1381
Fees received$170,067Median $10,726/planSum across Schedule C direct + indirect
Net wins YoY+22 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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