PURSHE KAPLAN STERLING INV

16 known aliases resolved via the canonical alias map

Market position · 2024

Plans served15-6 YoYRank #947 of mapped providers

Assets under administration$956M0.0%Market share · rank #4089

Fees received$453,555Median $28,163/planSum across Schedule C direct + indirect

Net wins YoY-64 won · 10 lostPlan-level switch detection

See full PURSHE KAPLAN STERLING INV analytics. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.