PlanOptica

Filings through .

Angelo Gordon

Matched across 18 name variants in the filings

Analytics

Market position · 2024

Plans served11+3 YoYRank #1668 of mapped providers
Assets under administration$17.5B0.0%Rank #1227 by share of filed assets
Fees received$3MMedian $116,260/planSum across Schedule C direct + indirect
Net wins YoY+04 won - 4 lostPlan-level switch detection

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