ROBEIN, URANN, SPENCER, PICARD & CA

30 known aliases resolved via the canonical alias map

Market position · 2024

Plans served24-3 YoYRank #641 of mapped providers

Assets under administration$3.5B0.0%Market share · rank #2422

Fees received$518,683Median $17,093/planSum across Schedule C direct + indirect

Net wins YoY-33 won · 6 lostPlan-level switch detection

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