VISIONPOINT ADVISORY GROUP

9 known aliases resolved via the canonical alias map

Market position · 2024

Plans served27-6 YoYRank #553 of mapped providers

Assets under administration$1.7B0.0%Market share · rank #3372

Fees received$1MMedian $36,041/planSum across Schedule C direct + indirect

Net wins YoY-42 won · 6 lostPlan-level switch detection

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