Filings through Oct 24, 2026.

Thomas Daly

Matched across 1 name variant in the filings

Market position · 2024

Plans served1Rank #11415 of mapped providers

Assets under administration$30M0.0%Share of filed assets - rank #10243

Fees received$6,751Median $6,751/planSum across Schedule C direct + indirect

Net wins YoY+11 won - 0 lostPlan-level switch detection

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