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VITA PLANNING GROUP LLC

3 known aliases resolved via the canonical alias map

Market position · 2024

Plans served11-2 YoYRank #1196 of mapped providers
Assets under administration$565M0.0%Market share · rank #4876
Fees received$376,524Median $26,640/planSum across Schedule C direct + indirect
Net wins YoY-20 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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