PlanOptica

Filings through .

Axecap Investments

Matched across 1 name variant in the filings

Analytics

Market position · 2024

Plans served2+1 YoYRank #9817 of mapped providers
Assets under administration$20M0.0%Rank #12041 by share of filed assets
Fees received$37,153Median $18,577/planSum across Schedule C direct + indirect
Net wins YoY+01 won - 1 lostPlan-level switch detection

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