PERSONAL FINANCIAL PROFILES

4 known aliases resolved via the canonical alias map

Market position · 2024

Plans served1Rank #10514 of mapped providers

Assets under administration$28M0.0%Market share · rank #9061

Fees received$75,289Median $75,289/planSum across Schedule C direct + indirect

Net wins YoY+00 won · 0 lostPlan-level switch detection

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