MONTICELLO ASSOCIATES

4 known aliases resolved via the canonical alias map

Market position · 2024

Plans served4-4 YoYRank #2481 of mapped providers

Assets under administration$326M0.0%Market share · rank #5770

Fees received$125,724Median $23,448/planSum across Schedule C direct + indirect

Net wins YoY-40 won · 4 lostPlan-level switch detection

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