Filings through .
George Serio
Matched across 1 name variant in the filings
Analytics
Market position · 2024
Plans served1Rank #11148 of mapped providers
Assets under administration$19M0.0%Rank #11515 by share of filed assets
Fees received$70,245Median $70,245/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection
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