NATIONAL PROFESSIONAL PLANNING GROU

7 known aliases resolved via the canonical alias map

Market position · 2024

Plans served16+2 YoYRank #849 of mapped providers

Assets under administration$239M0.0%Market share · rank #5886

Fees received$192,018Median $5,170/planSum across Schedule C direct + indirect

Net wins YoY+37 won · 4 lostPlan-level switch detection

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