Filings through Oct 24, 2026.

Lee CPA Group

Matched across 2 name variants in the filings

Market position · 2024

Plans served4Rank #2774 of mapped providers

Assets under administration$480M0.0%Share of filed assets - rank #7180

Fees received$77,946Median $18,745/planSum across Schedule C direct + indirect

Net wins YoY+44 won - 0 lostPlan-level switch detection

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