Filings through .
Morrow & Co., LLC
Matched across 7 name variants in the filings
Analytics
Market position · 2024
Plans served6+2 YoYRank #2710 of mapped providers
Assets under administration$496M0.0%Rank #6488 by share of filed assets
Fees received$142,302Median $23,501/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection
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