Filings through .
Invista Advisors
Matched across 1 name variant in the filings
Analytics
Market position · 2024
Plans served3+1 YoYRank #3655 of mapped providers
Assets under administration$39M0.0%Rank #10464 by share of filed assets
Fees received$123,917Median $38,856/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection
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