Filings through .
James Ippolito
Matched across 2 name variants in the filings
Analytics
Market position · 2024
Plans served2-1 YoYRank #4233 of mapped providers
Assets under administration$1.5B0.0%Rank #4115 by share of filed assets
Fees received$140,698Median $70,349/planSum across Schedule C direct + indirect
Net wins YoY-10 won - 1 lostPlan-level switch detection
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