PlanOptica

Filings through .

Hohimer Wealth Management LLC

Matched across 7 name variants in the filings

Analytics

Market position · 2024

Plans served9+2 YoYRank #1445 of mapped providers
Assets under administration$3.8B0.0%Rank #2598 by share of filed assets
Fees received$163,136Median $23,896/planSum across Schedule C direct + indirect
Net wins YoY+22 won - 0 lostPlan-level switch detection

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