Filings through Oct 24, 2026.

Lisa Ramirez

Matched across 1 name variant in the filings

Market position · 2024

Plans served2+1 YoYRank #5057 of mapped providers

Assets under administration$31M0.0%Share of filed assets - rank #10193

Fees received$68,856Median $34,428/planSum across Schedule C direct + indirect

Net wins YoY+11 won - 0 lostPlan-level switch detection

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