PlanOptica

Filings through .

Clausell & Associates, P.C.

Matched across 4 name variants in the filings

Analytics

Market position · 2024

Plans served2Rank #4044 of mapped providers
Assets under administration$44M0.0%Rank #9997 by share of filed assets
Fees received$41,795Median $20,898/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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