SWBC INVESTMENT ADVISORY SERVICES

30 known aliases resolved via the canonical alias map

Market position · 2024

Plans served28+3 YoYRank #673 of mapped providers

Assets under administration$1.5B0.0%Market share · rank #3643

Fees received$548,179Median $15,779/planSum across Schedule C direct + indirect

Net wins YoY-25 won · 7 lostPlan-level switch detection

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