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WALTER & HAVERFIELD LLP

3 known aliases resolved via the canonical alias map

Market position · 2024

Plans served1-1 YoYRank #11151 of mapped providers
Assets under administration$29M0.0%Market share · rank #8981
Fees received$9,794Median $9,794/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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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