PlanOptica

Filings through .

GM Advisory Group LLC

Matched across 1 name variant in the filings

Analytics

Market position · 2024

Plans served2Rank #0 of mapped providers
Assets under administration$1.3B0.0%Share of filed assets - rank #0
Fees received$30,324Median $15,162/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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