UNITED PLANNERS FINANCIAL SERVICES

21 known aliases resolved via the canonical alias map

Market position · 2024

Plans served30-5 YoYRank #520 of mapped providers

Assets under administration$551M0.0%Market share · rank #4929

Fees received$837,014Median $27,215/planSum across Schedule C direct + indirect

Net wins YoY-411 won · 15 lostPlan-level switch detection

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