Filings through Oct 24, 2026.

Dbbmckennon

Matched across 3 name variants in the filings

Market position · 2024

Plans served2+1 YoYRank #3891 of mapped providers

Assets under administration$40M0.0%Share of filed assets - rank #8945

Fees received$20,000Median $10,000/planSum across Schedule C direct + indirect

Net wins YoY+11 won - 0 lostPlan-level switch detection

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