PlanOptica

Filings through .

Burke, Burns & Pinelli, Ltd

Matched across 3 name variants in the filings

Analytics

Market position · 2024

Plans served3+2 YoYRank #5083 of mapped providers
Assets under administration$483M0.0%Rank #6176 by share of filed assets
Fees received$59,370Median $8,173/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection

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