MICHAEL F. YATES & COMPANY, INC.

120 known aliases resolved via the canonical alias map

Market position · 2024

Plans served35-7 YoYRank #483 of mapped providers

Assets under administration$70.1B0.1%Market share · rank #208

Fees received$2MMedian $20,808/planSum across Schedule C direct + indirect

Net wins YoY-83 won · 11 lostPlan-level switch detection

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