PlanOptica

Filings through .

Gordon Asset Management

Matched across 7 name variants in the filings

Analytics

Market position · 2024

Plans served14Rank #904 of mapped providers
Assets under administration$10.3B0.0%Rank #1385 by share of filed assets
Fees received$233,951Median $13,875/planSum across Schedule C direct + indirect
Net wins YoY+33 won - 0 lostPlan-level switch detection

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