PRECEPT ADVISORY GROUP

8 known aliases resolved via the canonical alias map

Market position · 2024

Plans served20Rank #759 of mapped providers

Assets under administration$3.3B0.0%Market share · rank #2369

Fees received$767,607Median $29,814/planSum across Schedule C direct + indirect

Net wins YoY+05 won · 5 lostPlan-level switch detection

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