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LMCG INVESTMENTS LLC

6 known aliases resolved via the canonical alias map

Market position · 2024

Plans served19-2 YoYRank #793 of mapped providers
Assets under administration$31.3B0.0%Market share · rank #440
Fees received$694,401Median $13,354/planSum across Schedule C direct + indirect
Net wins YoY-21 won · 3 lostPlan-level switch detection

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LMCG Investments LLC - retirement plan analytics - PlanOptica