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OPTIMA CAPITAL MANAGEMENT LLC

1 known alias resolved via the canonical alias map

Market position · 2024

Plans served9+4 YoYRank #1468 of mapped providers
Assets under administration$30.2B0.0%Market share · rank #454
Fees received$242,623Median $26,578/planSum across Schedule C direct + indirect
Net wins YoY+46 won · 2 lostPlan-level switch detection

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