Filings through .
BKS Financial Investments LLC
Matched across 7 name variants in the filings
Analytics
Market position · 2024
Plans served12-17 YoYRank #545 of mapped providers
Assets under administration$7.4B0.0%Rank #1197 by share of filed assets
Fees received$418,957Median $26,589/planSum across Schedule C direct + indirect
Net wins YoY+110 won - 9 lostPlan-level switch detection
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