Filings through .
Financial Concepts, Inc.
Matched across 4 name variants in the filings
Analytics
Market position · 2024
Plans served1Rank #9763 of mapped providers
Assets under administration$14M0.0%Rank #13056 by share of filed assets
Fees received$16,712Median $16,712/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection
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