PlanOptica

Filings through .

Allstate Financial Services LLC

Matched across 2 name variants in the filings

Analytics

Market position · 2024

Plans served3-2 YoYRank #2749 of mapped providers
Assets under administration$21M0.0%Rank #10925 by share of filed assets
Fees received$27,261Median $6,585/planSum across Schedule C direct + indirect
Net wins YoY-10 won - 1 lostPlan-level switch detection

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