PlanOptica

Filings through .

Acclaro Valuation Advisors

Matched across 4 name variants in the filings

Analytics

Market position · 2024

Plans served5-1 YoYRank #2306 of mapped providers
Assets under administration$97M0.0%Rank #8819 by share of filed assets
Fees received$71,000Median $14,000/planSum across Schedule C direct + indirect
Net wins YoY-11 won - 2 lostPlan-level switch detection

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