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LEVENFELD PEARLSTEIN, LLC

3 known aliases resolved via the canonical alias map

Market position · 2024

Plans served5+2 YoYRank #2661 of mapped providers
Assets under administration$1.5B0.0%Market share · rank #3513
Fees received$74,806Median $7,516/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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