PFS INVESTMENTS

25 known aliases resolved via the canonical alias map

Market position · 2024

Plans served13+4 YoYRank #1069 of mapped providers

Assets under administration$284M0.0%Market share · rank #5915

Fees received$293,156Median $18,041/planSum across Schedule C direct + indirect

Net wins YoY+47 won · 3 lostPlan-level switch detection

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