Filings through .
CMJ, LLP
Matched across 3 name variants in the filings
Analytics
Market position · 2024
Plans served5-1 YoYRank #2047 of mapped providers
Assets under administration$114M0.0%Rank #8618 by share of filed assets
Fees received$55,589Median $11,500/planSum across Schedule C direct + indirect
Net wins YoY+01 won - 1 lostPlan-level switch detection
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