Filings through .
Clelland
Matched across 2 name variants in the filings
Analytics
Market position · 2024
Plans served1Rank #10139 of mapped providers
Assets under administration$23M0.0%Rank #10901 by share of filed assets
Fees received$35,000Median $35,000/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection
See full Clelland analytics with Pro. Pro is free for 7 days and then costs $49 a month.
Pro unlocks:
- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets