PlanOptica

Filings through .

Kelly Law Group

Matched across 1 name variant in the filings

Analytics

Market position · 2024

Plans served2Rank #6085 of mapped providers
Assets under administration$398M0.0%Rank #8299 by share of filed assets
Fees received$65,656Median $32,828/planSum across Schedule C direct + indirect
Net wins YoY-10 won - 1 lostPlan-level switch detection

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