Filings through .
Daniel Bosh
Matched across 1 name variant in the filings
Analytics
Market position · 2024
Plans served1Rank #9126 of mapped providers
Assets under administration$8.1B0.0%Rank #1511 by share of filed assets
Fees received$203,340Median $203,340/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection
See full Daniel Bosh 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