ROOSEVELT INVESTMENTS

6 known aliases resolved via the canonical alias map

Market position · 2024

Plans served1-2 YoYRank #3871 of mapped providers

Assets under administration$9M0.0%Market share · rank #9368

Fees received$70,671Median $70,671/planSum across Schedule C direct + indirect

Net wins YoY-10 won · 1 lostPlan-level switch detection

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