Filings through .
James Mocerino
Matched across 1 name variant in the filings
Analytics
Market position · 2024
Plans served2Rank #7308 of mapped providers
Assets under administration$402M0.0%Rank #8381 by share of filed assets
Fees received$62,260Median $31,130/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection
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