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POLEN CAPITAL

14 known aliases resolved via the canonical alias map

Market position · 2024

Plans served35-10 YoYRank #445 of mapped providers
Assets under administration$23.7B0.0%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
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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