Filings through .
Blatt & Dauman LLP
Matched across 8 name variants in the filings
Analytics
Market position · 2024
Plans served4+1 YoYRank #2143 of mapped providers
Assets under administration$317M0.0%Rank #7127 by share of filed assets
Fees received$88,048Median $16,731/planSum across Schedule C direct + indirect
Net wins YoY+23 won - 1 lostPlan-level switch detection
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