Filings through .
Friedman & Anspach
Matched across 3 name variants in the filings
Analytics
Market position · 2024
Plans served12-1 YoYRank #1158 of mapped providers
Assets under administration$3.0B0.0%Rank #2779 by share of filed assets
Fees received$2MMedian $99,297/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection
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