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KAUFF MCGUIRE & MARGOLIS LLP

6 known aliases resolved via the canonical alias map

Market position · 2024

Plans served8+1 YoYRank #1579 of mapped providers
Assets under administration$10.7B0.0%Market share · rank #1147
Fees received$376,453Median $27,011/planSum across Schedule C direct + indirect
Net wins YoY+11 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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