PERFORMANCE WEALTH

1 known alias resolved via the canonical alias map

Market position · 2024

Plans served1-1 YoYRank #4914 of mapped providers

Assets under administration$1.1B0.0%Market share · rank #3851

Fees received$11,420Median $11,420/planSum across Schedule C direct + indirect

Net wins YoY+01 won · 1 lostPlan-level switch detection

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