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STRATEGIC CAPITAL INVESTMENT ADVISO

21 known aliases resolved via the canonical alias map

Market position · 2024

Plans served49+6 YoYRank #353 of mapped providers
Assets under administration$17.1B0.0%Market share · rank #790
Fees received$4MMedian $64,667/planSum across Schedule C direct + indirect
Net wins YoY+67 won · 1 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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