WHALEROCK POINT PARTNERS LLC

1 known alias resolved via the canonical alias map

Market position · 2024

Plans served2Rank #4235 of mapped providers

Assets under administration$36M0.0%Market share · rank #8712

Fees received$147,027Median $73,514/planSum across Schedule C direct + indirect

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

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