OAK TREE

1 known alias resolved via the canonical alias map

Market position · 2024

Plans served1Rank #10265 of mapped providers

Assets under administration$596M0.0%Market share · rank #4808

Fees received$1MMedian $1M/planSum across Schedule C direct + indirect

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

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