PlanOptica

Filings through .

Argent Capital Management

Matched across 3 name variants in the filings

Analytics

Market position · 2024

Plans served2Rank #10373 of mapped providers
Assets under administration$310M0.0%Rank #8170 by share of filed assets
Fees received$10,089Median $5,045/planSum across Schedule C direct + indirect
Net wins YoY-10 won - 1 lostPlan-level switch detection

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