Filings through .
Asset Consulting Group
Matched across 9 name variants in the filings
Analytics
Market position · 2024
Plans served12-1 YoYRank #1192 of mapped providers
Assets under administration$6.7B0.0%Rank #1699 by share of filed assets
Fees received$956,339Median $68,702/planSum across Schedule C direct + indirect
Net wins YoY-10 won - 1 lostPlan-level switch detection
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