POLEN CAPITAL

14 known aliases resolved via the canonical alias map

Market position · 2024

Plans served35-10 YoYRank #439 of mapped providers

Assets under administration$23.8B0.0%Market share · rank #457

Fees received$6MMedian $59,047/planSum across Schedule C direct + indirect

Net wins YoY-72 won · 9 lostPlan-level switch detection

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