Filings through .
Am Beacon
Matched across 4 name variants in the filings
Analytics
Market position · 2024
Plans served2-1 YoYRank #5672 of mapped providers
Assets under administration$100M0.0%Rank #8727 by share of filed assets
Fees received$0Median $0/planSum across Schedule C direct + indirect
Net wins YoY-10 won - 1 lostPlan-level switch detection
See full Am Beacon 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