LEVELIZED COMPENSATION ADVISOR

2 known aliases resolved via the canonical alias map

Market position · 2024

Plans served62-7 YoYRank #303 of mapped providers

Assets under administration$441M0.0%Market share · rank #5119

Fees received$1MMedian $12,852/planSum across Schedule C direct + indirect

Net wins YoY-419 won · 23 lostPlan-level switch detection

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