Filings through .
Cynthia Pitman
Matched across 1 name variant in the filings
Analytics
Market position · 2024
Plans served2Rank #9185 of mapped providers
Assets under administration$359M0.0%Rank #7304 by share of filed assets
Fees received$28,491Median $14,246/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection
See full Cynthia Pitman 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