OLD PORT ADVISORS

2 known aliases resolved via the canonical alias map

Market position · 2024

Plans served2+1 YoYRank #4706 of mapped providers

Assets under administration$392M0.0%Market share · rank #5360

Fees received$20,579Median $10,290/planSum across Schedule C direct + indirect

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

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