Filings through .
Atlanta Consulting Group
Matched across 10 name variants in the filings
Analytics
Market position · 2024
Plans served12Rank #1056 of mapped providers
Assets under administration$1.8B0.0%Rank #3726 by share of filed assets
Fees received$619,978Median $47,252/planSum across Schedule C direct + indirect
Net wins YoY+23 won - 1 lostPlan-level switch detection
See full Atlanta Consulting Group 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