PlanOptica

Filings through .

Secor Investment Management LP

Matched across 2 name variants in the filings

Analytics

Market position · 2024

Plans served2+1 YoYRank #8554 of mapped providers
Assets under administration$7.5B0.0%Rank #1592 by share of filed assets
Fees received$65,608Median $32,804/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

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