Filings through .
Brixey & Meyer
Matched across 6 name variants in the filings
Analytics
Market position · 2024
Plans served6+5 YoYRank #3144 of mapped providers
Assets under administration$67M0.0%Rank #11174 by share of filed assets
Fees received$57,263Median $6,911/planSum across Schedule C direct + indirect
Net wins YoY+22 won - 0 lostPlan-level switch detection
See full Brixey & Meyer analytics with Pro. Pro is free for 7 days and then costs $49 a month.
Pro unlocks:
- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets