PlanOptica

Filings through .

Symphona LLP

Matched across 2 name variants in the filings

Analytics

Market position · 2024

Plans served6Rank #2291 of mapped providers
Assets under administration$1.1B0.0%Rank #4780 by share of filed assets
Fees received$229,355Median $27,250/planSum across Schedule C direct + indirect
Net wins YoY-11 won - 2 lostPlan-level switch detection

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