SHEPHERD KAPLAN LLC

10 known aliases resolved via the canonical alias map

Market position · 2024

Plans served8-2 YoYRank #1438 of mapped providers

Assets under administration$1.6B0.0%Market share · rank #3408

Fees received$593,921Median $43,193/planSum across Schedule C direct + indirect

Net wins YoY-10 won · 1 lostPlan-level switch detection

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