PlanOptica

Filings through .

D & G Advisory Group LLC

Matched across 6 name variants in the filings

Analytics

Market position · 2024

Plans served3-1 YoYRank #3657 of mapped providers
Assets under administration$1.1B0.0%Rank #4669 by share of filed assets
Fees received$179,384Median $44,060/planSum across Schedule C direct + indirect
Net wins YoY-10 won - 1 lostPlan-level switch detection

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