MATTHEW CASSERLY

40 known aliases resolved via the canonical alias map

Market position · 2024

Plans served11+3 YoYRank #1698 of mapped providers

Assets under administration$63.1B0.1%Market share · rank #236

Fees received$3MMedian $65,206/planSum across Schedule C direct + indirect

Net wins YoY-11 won · 2 lostPlan-level switch detection

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