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ROBEIN, URANN, SPENCER, PICARD & CA

30 known aliases resolved via the canonical alias map

Market position · 2024

Plans served24-3 YoYRank #631 of mapped providers
Assets under administration$3.2B0.0%Market share · rank #2422
Fees received$598,359Median $17,782/planSum across Schedule C direct + indirect
Net wins YoY-33 won · 6 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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