SYSTEMATIC FINANCIAL MANAGEMENT

16 known aliases resolved via the canonical alias map

Market position · 2024

Plans served20+2 YoYRank #786 of mapped providers

Assets under administration$78.6B0.0%Market share · rank #505

Fees received$5MMedian $230,656/planSum across Schedule C direct + indirect

Net wins YoY+13 won · 2 lostPlan-level switch detection

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