MONARCH PLAN ADVISORS

17 known aliases resolved via the canonical alias map

Market position · 2024

Plans served23-2 YoYRank #667 of mapped providers

Assets under administration$535M0.0%Market share · rank #5093

Fees received$848,124Median $30,897/planSum across Schedule C direct + indirect

Net wins YoY-23 won · 5 lostPlan-level switch detection

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