PlanOptica

Filings through .

Ifam Capital

Matched across 4 name variants in the filings

Analytics

Market position · 2024

Plans served8-1 YoYRank #1411 of mapped providers
Assets under administration$445M0.0%Rank #6182 by share of filed assets
Fees received$329,975Median $22,251/planSum across Schedule C direct + indirect
Net wins YoY+13 won - 2 lostPlan-level switch detection

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