WATERLOO CAPITAL

2 known aliases resolved via the canonical alias map

Market position · 2024

Plans served4Rank #2649 of mapped providers

Assets under administration$1.4B0.0%Market share · rank #3654

Fees received$76,961Median $15,424/planSum across Schedule C direct + indirect

Net wins YoY+01 won · 1 lostPlan-level switch detection

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