PlanOptica

Filings through .

Maner Costerisan

Matched across 7 name variants in the filings

Analytics

Market position · 2024

Plans served9Rank #1391 of mapped providers
Assets under administration$1.4B0.0%Rank #3901 by share of filed assets
Fees received$154,371Median $14,795/planSum across Schedule C direct + indirect
Net wins YoY+12 won - 1 lostPlan-level switch detection

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