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LUTZ & COMPANY, PC

22 known aliases resolved via the canonical alias map

Market position · 2024

Plans served36+3 YoYRank #454 of mapped providers
Assets under administration$24.7B0.0%Market share · rank #545
Fees received$943,155Median $24,300/planSum across Schedule C direct + indirect
Net wins YoY+37 won · 4 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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