Filings through .
Financial Renaissance
Matched across 1 name variant in the filings
Analytics
Market position · 2024
Plans served4+2 YoYRank #2947 of mapped providers
Assets under administration$90M0.0%Rank #10962 by share of filed assets
Fees received$477,865Median $95,106/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection
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