WELLESLEY ASSET MANAGEMENT

2 known aliases resolved via the canonical alias map

Market position · 2024

Plans served1Rank #5801 of mapped providers

Assets under administration$119M0.0%Market share · rank #6999

Fees received$104,154Median $104,154/planSum across Schedule C direct + indirect

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

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