PLANNED FINANCIAL PROGRAMS

3 known aliases resolved via the canonical alias map

Market position · 2024

Plans served5+1 YoYRank #2094 of mapped providers

Assets under administration$65M0.0%Market share · rank #7885

Fees received$22,468Median $4,000/planSum across Schedule C direct + indirect

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

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