Filings through .
Kennedy Capital Management
Matched across 9 name variants in the filings
Analytics
Market position · 2024
Plans served5-3 YoYRank #1761 of mapped providers
Assets under administration$3.0B0.0%Rank #2786 by share of filed assets
Fees received$1MMedian $128,278/planSum across Schedule C direct + indirect
Net wins YoY-10 won - 1 lostPlan-level switch detection
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