Filings through .
Gregorio, Stec, Klein & Hose
Matched across 3 name variants in the filings
Analytics
Market position · 2024
Plans served6-1 YoYRank #1980 of mapped providers
Assets under administration$4.1B0.0%Rank #2424 by share of filed assets
Fees received$280,535Median $37,938/planSum across Schedule C direct + indirect
Net wins YoY-10 won - 1 lostPlan-level switch detection
See full Gregorio, Stec, Klein & Hose analytics with Pro. Pro is free for 7 days and then costs $49 a month.
Pro unlocks:
- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets