PlanOptica

Filings through .

Comstock Advisors

Matched across 4 name variants in the filings

Analytics

Market position · 2024

Plans served3+1 YoYRank #3152 of mapped providers
Assets under administration$164M0.0%Rank #7897 by share of filed assets
Fees received$26,371Median $11,795/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection

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