Filings through .
Pronvest
Matched across 12 name variants in the filings
Analytics
Market position · 2024
Plans served8-8 YoYRank #1454 of mapped providers
Assets under administration$11.7B0.0%Rank #1153 by share of filed assets
Fees received$139,640Median $12,715/planSum across Schedule C direct + indirect
Net wins YoY-70 won - 7 lostPlan-level switch detection
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