PlanOptica

Filings through .

Brinker Simpson & Company

Matched across 2 name variants in the filings

Analytics

Market position · 2024

Plans served2Rank #0 of mapped providers
Assets under administration$804M0.0%Rank #0 by share of filed assets
Fees received$19,850Median $9,925/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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