OCIO MONITOR

1 known alias resolved via the canonical alias map

Market position · 2024

Plans served3Rank #2356 of mapped providers

Assets under administration$262M0.0%Market share · rank #5920

Fees received$50,411Median $19,276/planSum across Schedule C direct + indirect

Net wins YoY+44 won · 0 lostPlan-level switch detection

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