PlanOptica

Filings through .

Cedar Mountain Advisors, LLC

Matched across 5 name variants in the filings

Analytics

Market position · 2024

Plans served4Rank #2903 of mapped providers
Assets under administration$129M0.0%Rank #8400 by share of filed assets
Fees received$79,665Median $9,679/planSum across Schedule C direct + indirect
Net wins YoY+01 won - 1 lostPlan-level switch detection

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