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MACIAS GINI & O'CONNELL LLP

5 known aliases resolved via the canonical alias map

Market position · 2024

Plans served6Rank #1822 of mapped providers
Assets under administration$693M0.0%Market share · rank #4584
Fees received$127,838Median $16,800/planSum across Schedule C direct + indirect
Net wins YoY+02 won · 2 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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