Filings through .
Caruso, Joseph
Matched across 1 name variant in the filings
Analytics
Market position · 2024
Plans served1Rank #7022 of mapped providers
Assets under administration$27.4B0.0%Rank #546 by share of filed assets
Fees received$130,674Median $130,674/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection
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