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Acumen Advisory Services, LLC

Matched across 2 name variants in the filings

Analytics

Market position · 2024

Plans served2+1 YoYRank #3252 of mapped providers
Assets under administration$4M0.0%Rank #9361 by share of filed assets
Fees received$25,013Median $12,507/planSum across Schedule C direct + indirect
Net wins YoY+22 won - 0 lostPlan-level switch detection

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Acumen Advisory Services, LLC 401(k) Clients: 2 Plans, $4.3M (2024) - PlanOptica