Filings through .
Lori Middleton
Matched across 1 name variant in the filings
Analytics
Market position · 2024
Plans served1Rank #6517 of mapped providers
Assets under administration$3.7B0.0%Rank #2584 by share of filed assets
Fees received$119,275Median $119,275/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection
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