PlanOptica

Filings through .

Absolute Capital Management LL

Matched across 7 name variants in the filings

Analytics

Market position · 2024

Plans served5-1 YoYRank #2293 of mapped providers
Assets under administration$12.8B0.0%Rank #402 by share of filed assets
Fees received$90,792Median $8,058/planSum across Schedule C direct + indirect
Net wins YoY-11 won - 2 lostPlan-level switch detection

See full Absolute Capital Management LL analytics with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:
  • 5-year plans-served trajectory
  • Customer-base shape
  • Median fees per service
  • Competitor overlap
  • Plans won and lost
  • Top plans by assets