STRATEGIES WEALTH ADVISORS

5 known aliases resolved via the canonical alias map

Market position · 2024

Plans served12-1 YoYRank #1049 of mapped providers

Assets under administration$293M0.0%Market share · rank #5769

Fees received$326,799Median $27,258/planSum across Schedule C direct + indirect

Net wins YoY+01 won · 1 lostPlan-level switch detection

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