PlanOptica

Filings through .

Catherine Dobrynski

Matched across 1 name variant in the filings

Analytics

Market position · 2024

Plans served2+1 YoYRank #4967 of mapped providers
Assets under administration$659M0.0%Rank #5605 by share of filed assets
Fees received$73,532Median $36,766/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection

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