PlanOptica

Filings through .

Badgley Phelps & Bell Inc

Matched across 4 name variants in the filings

Analytics

Market position · 2024

Plans served1Rank #10198 of mapped providers
Assets under administration$1.7B0.0%Rank #4017 by share of filed assets
Fees received$14,742Median $14,742/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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