THE PATRIOT FINANCIAL GROUP

6 known aliases resolved via the canonical alias map

Market position · 2024

Plans served20+6 YoYRank #775 of mapped providers

Assets under administration$6.2B0.0%Market share · rank #1635

Fees received$575,919Median $24,108/planSum across Schedule C direct + indirect

Net wins YoY+57 won · 2 lostPlan-level switch detection

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