SAGE ADVISORY SERVICES

55 known aliases resolved via the canonical alias map

Market position · 2024

Plans served91-6 YoYRank #208 of mapped providers

Assets under administration$33.2B0.0%Market share · rank #424

Fees received$7MMedian $49,875/planSum across Schedule C direct + indirect

Net wins YoY-219 won · 21 lostPlan-level switch detection

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