Filings through .
Jamie Winegardner
Matched across 1 name variant in the filings
Analytics
Market position · 2024
Plans served2+1 YoYRank #7314 of mapped providers
Assets under administration$9.0B0.0%Rank #2136 by share of filed assets
Fees received$75,179Median $37,590/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection
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