STRATEGIC FINANCIAL SERVICES

4 known aliases resolved via the canonical alias map

Market position · 2024

Plans served9+2 YoYRank #1407 of mapped providers

Assets under administration$312M0.0%Market share · rank #5699

Fees received$490,838Median $43,622/planSum across Schedule C direct + indirect

Net wins YoY+22 won · 0 lostPlan-level switch detection

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