PlanOptica

Filings through .

Advanced Valuation Analytics Ltd

Matched across 4 name variants in the filings

Analytics

Market position · 2024

Plans served1Rank #6575 of mapped providers
Assets under administration$97M0.0%Rank #8816 by share of filed assets
Fees received$22,655Median $22,655/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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