NPD GROUP CERTIFIED PUBLIC ACCOUNT

1 known alias resolved via the canonical alias map

Market position · 2024

Plans served1Rank #5946 of mapped providers

Assets under administration$201M0.0%Market share · rank #6267

Fees received$31,993Median $31,993/planSum across Schedule C direct + indirect

Net wins YoY+11 won · 0 lostPlan-level switch detection

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