Filings through .
Diclaudio & Kramer, LLC
Matched across 2 name variants in the filings
Analytics
Market position · 2024
Plans served17+2 YoYRank #921 of mapped providers
Assets under administration$3.3B0.0%Rank #2934 by share of filed assets
Fees received$400,320Median $20,820/planSum across Schedule C direct + indirect
Net wins YoY+12 won - 1 lostPlan-level switch detection
See full Diclaudio & Kramer, LLC 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