PlanOptica

Filings through .

Ares Pathfinder

Matched across 1 name variant in the filings

Analytics

Market position · 2024

Plans served1Rank #10325 of mapped providers
Assets under administration$00.0%Rank #3418 by share of filed assets
Fees received$602,513Median $602,513/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection

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