PlanOptica

Filings through .

Snyder & Clemente

Matched across 7 name variants in the filings

Analytics

Market position · 2024

Plans served4+1 YoYRank #2363 of mapped providers
Assets under administration$71M0.0%Rank #9216 by share of filed assets
Fees received$51,250Median $12,875/planSum across Schedule C direct + indirect
Net wins YoY+22 won - 0 lostPlan-level switch detection

See full Snyder & Clemente analytics with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:
  • 5-year plans-served trajectory
  • Customer-base shape
  • Median fees per service
  • Competitor overlap
  • Plans won and lost
  • Top plans by assets