VERTEX ADVISORS LLC

1 known alias resolved via the canonical alias map

Market position · 2024

Plans served1Rank #5684 of mapped providers

Assets under administration$1.5B0.0%Market share · rank #3570

Fees received$20,475Median $20,475/planSum across Schedule C direct + indirect

Net wins YoY+00 won · 0 lostPlan-level switch detection

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