Filings through .
Bartlett, Pringle & Wolf, LLP
Matched across 7 name variants in the filings
Analytics
Market position · 2024
Plans served6+2 YoYRank #2154 of mapped providers
Assets under administration$507M0.0%Rank #5606 by share of filed assets
Fees received$164,820Median $18,546/planSum across Schedule C direct + indirect
Net wins YoY+12 won - 1 lostPlan-level switch detection
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